-1.1%
UNH vs CIEN
+356.6%
-357.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.6% | +5.2% | +0.6% |
| 7D | +3.4% | +15.3% | -11.9% | +3.1% |
| 30D | +3.0% | -22.0% | +25.0% | +3.2% |
| 3M | +2.7% | -36.6% | +39.4% | +3.2% |
| 6M | +2.8% | -51.5% | +54.2% | +3.6% |
| YTD | +25.9% | +20.0% | +5.9% | +22.8% |
| 1Y | +25.8% | +44.5% | -18.7% | +21.6% |
| 3Y | -20.0% | +539.0% | -559.1% | -31.1% |
| All | -1.1% | +356.6% | -357.7% | -10.0% |
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