+4.6%
UNH vs COST
+103.8%
-99.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.2% | -2.5% | -0.7% | -2.6% |
| 30D | -3.5% | -4.4% | +1.0% | -2.4% |
| 3M | -4.2% | -8.1% | +3.9% | -2.3% |
| 6M | +38.3% | -9.2% | +47.6% | +41.3% |
| YTD | +19.2% | +5.1% | +14.1% | +17.4% |
| 1Y | +15.0% | -5.1% | +20.1% | +16.0% |
| 3Y | -14.5% | +70.4% | -84.9% | -28.8% |
| 5Y | +4.6% | +104.7% | -100.1% | -18.7% |
| All | +4.6% | +103.8% | -99.2% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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