+18,233.8%
UNH vs CB
+7,117.7%
+11,116.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.4% |
| 7D | +0.2% | +0.7% | -0.5% | -0.1% |
| 30D | +6.8% | +8.2% | -1.4% | +4.1% |
| 3M | -0.3% | +6.3% | -6.6% | -2.3% |
| 6M | +7.9% | +16.2% | -8.3% | +2.5% |
| YTD | +25.1% | +19.3% | +5.8% | +17.5% |
| 1Y | +29.3% | +29.2% | +0.1% | +18.4% |
| 3Y | -20.3% | +71.4% | -91.7% | -34.2% |
| 5Y | -3.6% | +104.2% | -107.8% | -25.4% |
| 10Y | +227.5% | +246.7% | -19.2% | +109.5% |
| All | +18,233.8% | +7,117.7% | +11,116.1% | +5,300.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling