+27.0%
UNH vs CRCL
-33.1%
+60.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.2% |
| 7D | +0.6% | -6.8% | +7.4% | +0.9% |
| 30D | +8.1% | -8.6% | +16.8% | +8.5% |
| 3M | +1.1% | +20.3% | -19.3% | -0.2% |
| 6M | +11.7% | -36.3% | +48.1% | +13.9% |
| YTD | +26.5% | -4.0% | +30.5% | +20.2% |
| 1Y | +27.0% | -31.6% | +58.6% | +23.9% |
| All | +27.0% | -33.1% | +60.1% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 1y: compounded portfolio wealth divided by compounded CRCL 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…
1y analysis · Full analysis span regression · 6 months rolling