-13.2%
UNH vs CIEN
+600.5%
-613.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | -2.0% |
| 7D | -1.7% | -4.6% | +2.9% | -1.7% |
| 30D | -3.8% | -12.8% | +9.0% | -4.0% |
| 3M | -4.3% | -23.1% | +18.8% | -4.6% |
| 6M | +38.6% | +6.1% | +32.5% | +37.9% |
| YTD | +20.7% | +44.5% | -23.8% | +20.8% |
| 1Y | +16.0% | +176.6% | -160.6% | +16.2% |
| All | -13.2% | +600.5% | -613.7% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling