+137,274.1%
UNH vs COST
+11,671.2%
+125,603.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +1.1% | -3.2% | +4.3% | +2.0% |
| 30D | -1.5% | -4.0% | +2.4% | -0.5% |
| 3M | -0.8% | -6.5% | +5.6% | +0.7% |
| 6M | +41.8% | -8.5% | +50.3% | +44.7% |
| YTD | +23.1% | +6.0% | +17.1% | +20.9% |
| 1Y | +28.5% | -5.8% | +34.3% | +30.0% |
| 3Y | -11.8% | +71.8% | -83.6% | -24.5% |
| 5Y | +5.3% | +106.2% | -100.9% | -14.8% |
| 10Y | +247.4% | +602.0% | -354.6% | +108.5% |
| All | +137,274.1% | +11,671.2% | +125,603.0% | +33,533.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling