+4.6%
UNH vs CIEN
+502.7%
-498.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.2% |
| 7D | -3.2% | +5.4% | -8.5% | -3.3% |
| 30D | -3.5% | -13.7% | +10.2% | -3.2% |
| 3M | -4.2% | -23.0% | +18.9% | -3.8% |
| 6M | +38.3% | -0.8% | +39.1% | +36.7% |
| YTD | +19.2% | +43.1% | -23.8% | +16.2% |
| 1Y | +15.0% | +157.6% | -142.7% | +8.8% |
| 3Y | -14.5% | +593.8% | -608.3% | -25.9% |
| 5Y | +4.6% | +520.6% | -516.0% | -8.9% |
| All | +4.6% | +502.7% | -498.1% | -8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling