+31.4%
UNH vs CRCL
-13.3%
+44.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | +1.1% | +17.1% | -16.0% | +0.1% |
| 30D | -3.8% | +61.3% | -65.0% | -6.6% |
| 3M | +0.7% | +12.7% | -12.0% | -0.2% |
| 6M | +37.9% | -3.1% | +40.9% | +36.2% |
| YTD | +21.9% | +28.7% | -6.8% | +15.1% |
| 1Y | +31.4% | -13.1% | +44.5% | +29.8% |
| All | +31.4% | -13.3% | +44.6% | +29.8% |
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