-16.3%
UNH vs CNP
+49.7%
-66.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.4% |
| 7D | -4.5% | -1.4% | -3.1% | -4.5% |
| 30D | -6.5% | -2.9% | -3.6% | -6.4% |
| 3M | -6.0% | -7.5% | +1.5% | -5.6% |
| 6M | +33.7% | -7.9% | +41.6% | +34.2% |
| YTD | +16.4% | +3.7% | +12.6% | +16.6% |
| 1Y | +10.1% | +4.6% | +5.5% | +10.3% |
| 3Y | -16.3% | +49.1% | -65.4% | -17.9% |
| All | -16.3% | +49.7% | -66.0% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 3y: compounded portfolio wealth divided by compounded CNP 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…
3y analysis · Full analysis span regression · 6 months rolling