+136,006.1%
UNH vs CI
+7,591.2%
+128,414.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.3% |
| 7D | +1.1% | +1.3% | -0.2% | +0.4% |
| 30D | -3.8% | +4.4% | -8.2% | -5.9% |
| 3M | +0.7% | +0.7% | +0.1% | +0.1% |
| 6M | +37.9% | +0.3% | +37.5% | +36.8% |
| YTD | +21.9% | +3.8% | +18.1% | +19.2% |
| 1Y | +31.4% | -5.5% | +36.9% | +32.7% |
| 3Y | -11.4% | +8.1% | -19.5% | -18.3% |
| 5Y | +2.5% | +42.8% | -40.3% | -18.4% |
| 10Y | +242.9% | +143.9% | +99.0% | +107.0% |
| All | +136,006.1% | +7,591.2% | +128,414.8% | +12,385.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling