+2.9%
UNH vs CB
+99.7%
-96.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.4% |
| 7D | +1.1% | +0.5% | +0.6% | +0.9% |
| 30D | -3.8% | -3.1% | -0.7% | -2.9% |
| 3M | +0.7% | +9.0% | -8.2% | -2.1% |
| 6M | +37.9% | +2.9% | +35.0% | +36.3% |
| YTD | +21.9% | +10.1% | +11.8% | +17.7% |
| 1Y | +31.4% | +22.8% | +8.6% | +22.1% |
| 3Y | -11.4% | +73.8% | -85.2% | -29.1% |
| All | +2.9% | +99.7% | -96.8% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling