-6.7%
UNH vs CB
+101.1%
-107.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.1% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | +4.8% | +9.1% | -4.2% | +2.1% |
| 3M | -1.8% | +3.4% | -5.2% | -2.9% |
| 6M | +8.6% | +14.1% | -5.5% | +4.1% |
| YTD | +21.8% | +18.0% | +3.7% | +15.1% |
| 1Y | +25.8% | +30.1% | -4.3% | +15.3% |
| 3Y | -21.3% | +71.8% | -93.1% | -35.9% |
| All | -6.7% | +101.1% | -107.9% | -29.1% |
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