+8,793.6%
UNH vs CIEN
+177.9%
+8,615.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.1% | -1.0% |
| 7D | +1.1% | -15.2% | +16.2% | +2.3% |
| 30D | -3.8% | -21.5% | +17.7% | -2.1% |
| 3M | +0.7% | -40.1% | +40.8% | +4.3% |
| 6M | +37.9% | -6.6% | +44.4% | +36.4% |
| YTD | +21.9% | +37.3% | -15.3% | +16.2% |
| 1Y | +31.4% | +174.5% | -143.2% | +17.6% |
| 3Y | -11.4% | +562.3% | -573.7% | -28.2% |
| 5Y | +2.5% | +463.9% | -461.4% | -16.7% |
| 10Y | +242.9% | +1,302.4% | -1,059.5% | +153.8% |
| All | +8,793.6% | +177.9% | +8,615.7% | +4,672.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling