+137,274.1%
UNH vs CHD
+10,010.3%
+127,263.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +3.0% | +1.5% |
| 7D | +1.1% | -2.9% | +4.1% | +1.9% |
| 30D | -1.5% | -6.2% | +4.7% | +0.1% |
| 3M | -0.8% | +1.6% | -2.4% | -1.4% |
| 6M | +41.8% | -3.5% | +45.3% | +42.6% |
| YTD | +23.1% | +16.2% | +6.8% | +17.5% |
| 1Y | +28.5% | +3.4% | +25.1% | +26.4% |
| 3Y | -11.8% | +4.6% | -16.4% | -14.3% |
| 5Y | +5.3% | +21.1% | -15.8% | -2.3% |
| 10Y | +247.4% | +126.5% | +120.9% | +169.6% |
| All | +137,274.1% | +10,010.3% | +127,263.8% | +43,427.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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