+2,832.5%
UNH vs CNC
+5,287.0%
-2,454.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | -1.7% | -4.9% | +3.2% | -0.1% |
| 30D | -3.8% | -3.8% | -0.1% | -2.7% |
| 3M | -4.3% | -3.2% | -1.0% | -3.6% |
| 6M | +38.6% | +47.9% | -9.3% | +20.9% |
| YTD | +20.7% | +55.7% | -35.0% | +3.9% |
| 1Y | +16.0% | +106.2% | -90.2% | -9.5% |
| 3Y | -13.5% | -2.1% | -11.4% | -18.6% |
| 5Y | +3.5% | +3.4% | +0.1% | -4.9% |
| 10Y | +245.3% | +91.7% | +153.7% | +166.7% |
| All | +2,832.5% | +5,287.0% | -2,454.4% | +1,101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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