+136,006.1%
UNH vs CMCSA
+2,324.1%
+133,682.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +1.1% | -2.1% | +3.2% | +1.6% |
| 30D | -3.8% | +7.0% | -10.8% | -5.5% |
| 3M | +0.7% | +15.1% | -14.4% | -3.2% |
| 6M | +37.9% | -15.4% | +53.2% | +42.4% |
| YTD | +21.9% | -1.9% | +23.8% | +21.2% |
| 1Y | +31.4% | -12.7% | +44.1% | +34.4% |
| 3Y | -11.4% | -31.0% | +19.6% | -5.4% |
| 5Y | +2.5% | -46.1% | +48.6% | +14.8% |
| 10Y | +242.9% | +10.8% | +232.0% | +215.6% |
| All | +136,006.1% | +2,324.1% | +133,682.0% | +41,298.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 CMCSA 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