+26.3%
UNH vs CI
+18.5%
+7.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.2% |
| 7D | -1.6% | -1.3% | -0.3% | -0.9% |
| 30D | +6.5% | +6.4% | +0.1% | +2.9% |
| 3M | +0.8% | +10.7% | -9.9% | -4.8% |
| 6M | +6.1% | +5.5% | +0.6% | +2.1% |
| YTD | +24.5% | +11.4% | +13.1% | +16.8% |
| 1Y | +26.3% | +15.0% | +11.3% | +16.3% |
| All | +26.3% | +18.5% | +7.9% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 1y: compounded portfolio wealth divided by compounded CI 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…
1y analysis · Full analysis span regression · 6 months rolling