-3.6%
UNH vs CNP
+75.8%
-79.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | +6.5% | +5.0% | +1.4% | +5.1% |
| 3M | +0.8% | +2.7% | -1.8% | +0.1% |
| 6M | +6.1% | -1.9% | +8.0% | +6.4% |
| YTD | +24.5% | +8.8% | +15.7% | +21.3% |
| 1Y | +26.3% | +5.6% | +20.7% | +24.1% |
| 3Y | -20.7% | +63.2% | -83.9% | -33.6% |
| 5Y | -3.6% | +73.8% | -77.3% | -23.0% |
| All | -3.6% | +75.8% | -79.4% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling