+5.3%
UNH vs CI
+40.1%
-34.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.8% | +1.8% |
| 7D | +1.1% | -2.0% | +3.2% | +2.1% |
| 30D | -1.5% | -1.8% | +0.3% | -0.7% |
| 3M | -0.8% | -4.2% | +3.4% | +0.9% |
| 6M | +41.8% | +2.7% | +39.1% | +39.1% |
| YTD | +23.1% | +1.9% | +21.2% | +21.5% |
| 1Y | +28.5% | -6.3% | +34.8% | +30.5% |
| 3Y | -11.8% | +3.9% | -15.6% | -16.1% |
| 5Y | +5.3% | +41.9% | -36.5% | -16.1% |
| All | +5.3% | +40.1% | -34.8% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling