+35.7%
UNH vs CRCL
+30.9%
+4.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -1.1% |
| 7D | -3.2% | -12.5% | +9.3% | -2.7% |
| 30D | -3.5% | +26.9% | -30.4% | -4.6% |
| 3M | -4.2% | +14.4% | -18.6% | -5.1% |
| 6M | +38.3% | -23.5% | +61.8% | +38.7% |
| YTD | +19.2% | +13.9% | +5.3% | +15.7% |
| 1Y | +15.0% | -20.6% | +35.5% | +13.0% |
| All | +35.7% | +30.9% | +4.8% | +36.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling