+38.6%
UNH vs CDE
-3.1%
+41.7%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.6% | -2.0% |
| 7D | -1.7% | -2.0% | +0.3% | -1.6% |
| 30D | -3.8% | +15.7% | -19.5% | -4.5% |
| 3M | -4.3% | +30.5% | -34.8% | -5.7% |
| 6M | +38.6% | -7.4% | +46.0% | +40.0% |
| All | +38.6% | -3.1% | +41.7% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 6mo: compounded portfolio wealth divided by compounded CDE 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…
6mo analysis · Full analysis span regression · 6 months rolling