+9,165.0%
UNH vs CNI
+6,457.9%
+2,707.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.0% |
| 7D | -3.2% | -1.1% | -2.1% | -2.8% |
| 30D | -3.5% | -3.5% | +0.1% | -2.3% |
| 3M | -4.2% | +2.2% | -6.4% | -5.1% |
| 6M | +38.3% | +15.1% | +23.2% | +30.9% |
| YTD | +19.2% | +24.7% | -5.5% | +9.3% |
| 1Y | +15.0% | +33.4% | -18.4% | +2.9% |
| 3Y | -14.5% | +19.5% | -34.0% | -21.9% |
| 5Y | +4.6% | +12.6% | -8.0% | -3.7% |
| 10Y | +241.1% | +134.7% | +106.5% | +137.9% |
| All | +9,165.0% | +6,457.9% | +2,707.1% | +2,509.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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