-21.3%
UNH vs CB
+71.5%
-92.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | +4.8% | +9.1% | -4.2% | +3.0% |
| 3M | -1.8% | +3.4% | -5.2% | -2.5% |
| 6M | +8.6% | +14.1% | -5.5% | +5.6% |
| YTD | +21.8% | +18.0% | +3.7% | +17.2% |
| 1Y | +25.8% | +30.1% | -4.3% | +18.5% |
| 3Y | -21.3% | +71.8% | -93.1% | -33.0% |
| All | -21.3% | +71.5% | -92.8% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 3y: compounded portfolio wealth divided by compounded CB 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…
3y analysis · Full analysis span regression · 6 months rolling