+129,820.1%
UNH vs CGNX
+12,871.6%
+116,948.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.1% | -6.5% | -2.9% |
| 7D | -4.5% | +3.2% | -7.7% | -5.0% |
| 30D | -6.5% | +6.0% | -12.5% | -7.4% |
| 3M | -6.0% | +3.5% | -9.5% | -6.9% |
| 6M | +33.7% | +26.3% | +7.4% | +28.5% |
| YTD | +16.4% | +79.2% | -62.9% | +5.9% |
| 1Y | +10.1% | +43.8% | -33.7% | +2.7% |
| 3Y | -16.3% | +52.0% | -68.3% | -24.4% |
| 5Y | +2.1% | -24.0% | +26.1% | -0.5% |
| 10Y | +233.1% | +189.1% | +44.0% | +165.5% |
| All | +129,820.1% | +12,871.6% | +116,948.4% | +37,567.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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