+228.4%
UNH vs CIEN
+1,531.8%
-1,303.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.5% | -6.8% | -2.8% |
| 7D | -4.5% | +8.9% | -13.4% | -5.4% |
| 30D | -6.5% | -19.1% | +12.6% | -4.8% |
| 3M | -6.0% | -21.5% | +15.5% | -4.5% |
| 6M | +33.7% | +2.8% | +30.8% | +29.7% |
| YTD | +16.4% | +49.5% | -33.1% | +7.1% |
| 1Y | +10.1% | +163.8% | -153.7% | -6.8% |
| 3Y | -16.3% | +615.8% | -632.1% | -42.1% |
| 5Y | +2.1% | +548.4% | -546.3% | -30.0% |
| All | +228.4% | +1,531.8% | -1,303.5% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 10y: compounded portfolio wealth divided by compounded CIEN 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…
10y analysis · Full analysis span regression · 6 months rolling