-19.2%
UNH vs CORZ
+225.9%
-245.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.9% |
| 7D | -1.7% | +7.6% | -9.3% | -1.7% |
| 30D | -3.8% | -6.9% | +3.1% | -3.8% |
| 3M | -4.3% | -33.0% | +28.7% | -4.0% |
| 6M | +38.6% | +19.3% | +19.3% | +38.1% |
| YTD | +20.7% | +24.2% | -3.6% | +20.1% |
| 1Y | +16.0% | +24.5% | -8.5% | +15.3% |
| All | -19.2% | +225.9% | -245.2% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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