+16.0%
UNH vs COO
-7.1%
+23.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.2% | +4.3% | -0.8% |
| 7D | -1.7% | -9.0% | +7.3% | 0.0% |
| 30D | -3.8% | -16.8% | +13.0% | -0.7% |
| 3M | -4.3% | -7.5% | +3.2% | -3.0% |
| 6M | +38.6% | -16.3% | +54.9% | +44.3% |
| YTD | +20.7% | -22.5% | +43.2% | +28.2% |
| 1Y | +16.0% | -7.0% | +23.0% | +18.4% |
| All | +16.0% | -7.1% | +23.1% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 1y: compounded portfolio wealth divided by compounded COO 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…
1y analysis · Full analysis span regression · 6 months rolling