-0.5%
UNH vs CPAY
+55.3%
-55.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -4.5% | -2.0% | -2.6% | -4.3% |
| 30D | -6.5% | -0.4% | -6.2% | -6.5% |
| 3M | -6.0% | +16.4% | -22.3% | -8.1% |
| 6M | +33.7% | +23.5% | +10.1% | +29.3% |
| YTD | +16.4% | +35.7% | -19.3% | +10.7% |
| 1Y | +10.1% | +30.2% | -20.1% | +5.2% |
| 3Y | -16.3% | +49.7% | -66.0% | -23.1% |
| All | -0.5% | +55.3% | -55.8% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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