+136,006.0%
UNH vs CNP
+1,826.3%
+134,179.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.8% |
| 7D | +1.1% | +1.1% | 0.0% | +0.8% |
| 30D | -3.8% | -1.8% | -2.0% | -3.4% |
| 3M | +0.7% | -4.6% | +5.4% | +1.7% |
| 6M | +37.9% | -8.8% | +46.7% | +40.5% |
| YTD | +21.9% | +5.2% | +16.7% | +20.2% |
| 1Y | +31.4% | +8.3% | +23.1% | +28.7% |
| 3Y | -11.4% | +54.9% | -66.3% | -20.8% |
| 5Y | +2.5% | +73.5% | -71.0% | -10.8% |
| 10Y | +242.9% | +139.1% | +103.7% | +170.9% |
| All | +136,006.0% | +1,826.3% | +134,179.7% | +54,219.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling