+140,402.8%
UNH vs CNP
+1,900.2%
+138,502.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | +3.4% | +1.3% | +2.1% | +3.1% |
| 30D | +3.0% | +3.8% | -0.8% | +2.1% |
| 3M | +2.7% | +2.4% | +0.4% | +2.1% |
| 6M | +2.8% | -1.2% | +4.0% | +2.9% |
| YTD | +25.9% | +9.3% | +16.6% | +23.0% |
| 1Y | +25.8% | +6.4% | +19.4% | +23.6% |
| 3Y | -20.0% | +66.4% | -86.4% | -29.6% |
| 5Y | -2.8% | +75.7% | -78.5% | -15.7% |
| 10Y | +228.7% | +145.1% | +83.6% | +158.1% |
| All | +140,402.8% | +1,900.2% | +138,502.6% | +55,478.8% |
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