+3.5%
UNH vs COP
+195.6%
-192.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.1% |
| 7D | -1.7% | -0.5% | -1.2% | -1.6% |
| 30D | -3.8% | +11.7% | -15.5% | -5.0% |
| 3M | -4.3% | +17.7% | -22.0% | -6.1% |
| 6M | +38.6% | +18.3% | +20.3% | +35.7% |
| YTD | +20.7% | +49.1% | -28.4% | +15.0% |
| 1Y | +16.0% | +53.3% | -37.3% | +10.1% |
| 3Y | -13.5% | +22.2% | -35.6% | -16.1% |
| 5Y | +3.5% | +193.3% | -189.8% | -12.2% |
| All | +3.5% | +195.6% | -192.1% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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