+25.8%
UNH vs CART
+60.1%
-34.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -3.2% | +3.0% | -6.1% | -3.4% |
| 30D | +4.8% | +28.6% | -23.7% | +1.7% |
| 3M | -1.8% | +29.1% | -30.9% | -5.1% |
| 6M | +8.6% | +44.7% | -36.1% | +2.7% |
| YTD | +21.8% | +29.2% | -7.5% | +15.8% |
| 1Y | +25.8% | +66.2% | -40.3% | +17.2% |
| All | +25.8% | +60.1% | -34.2% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CART wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling