-21.3%
UNH vs CSGP
-60.4%
+39.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | -0.2% |
| 7D | -3.2% | +1.3% | -4.4% | -3.2% |
| 30D | +4.8% | +10.7% | -5.9% | +4.4% |
| 3M | -1.8% | +3.3% | -5.1% | -2.0% |
| 6M | +8.6% | -10.3% | +18.9% | +8.7% |
| YTD | +21.8% | -54.6% | +76.3% | +26.8% |
| 1Y | +25.8% | -54.6% | +80.5% | +31.1% |
| 3Y | -21.3% | -60.3% | +39.0% | -16.4% |
| All | -21.3% | -60.4% | +39.1% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 3y: compounded portfolio wealth divided by compounded CSGP 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…
3y analysis · Full analysis span regression · 6 months rolling