+9,156.4%
UNH vs COR
+19,078.6%
-9,922.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | -0.3% |
| 7D | +3.4% | +7.8% | -4.5% | +1.0% |
| 30D | +3.0% | +7.0% | -4.0% | +0.8% |
| 3M | +2.7% | +16.3% | -13.5% | -2.0% |
| 6M | +2.8% | +41.3% | -38.5% | -8.0% |
| YTD | +25.9% | +7.1% | +18.7% | +21.2% |
| 1Y | +25.8% | -0.8% | +26.6% | +24.0% |
| 3Y | -20.0% | +85.0% | -105.0% | -35.9% |
| 5Y | -2.8% | +203.9% | -206.7% | -33.4% |
| 10Y | +228.7% | +510.3% | -281.6% | +78.3% |
| All | +9,156.4% | +19,078.6% | -9,922.2% | +2,132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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