+139,595.8%
UNH vs CI
+8,198.1%
+131,397.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.7% | +0.6% |
| 7D | +0.2% | +2.6% | -2.4% | -1.1% |
| 30D | +6.8% | +7.3% | -0.5% | +3.1% |
| 3M | -0.3% | +9.5% | -9.8% | -4.8% |
| 6M | +7.9% | +6.4% | +1.5% | +4.1% |
| YTD | +25.1% | +12.0% | +13.1% | +17.7% |
| 1Y | +29.3% | +20.1% | +9.3% | +17.5% |
| 3Y | -20.3% | +9.6% | -29.9% | -26.9% |
| 5Y | -3.6% | +52.7% | -56.3% | -25.8% |
| 10Y | +227.5% | +150.3% | +77.2% | +94.9% |
| All | +139,595.8% | +8,198.1% | +131,397.7% | +12,222.6% |
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