+6,389.7%
UNH vs CSGP
+3,244.4%
+3,145.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +2.4% | -6.1% | +8.5% | +3.2% |
| 30D | +7.2% | +0.3% | +6.9% | +6.9% |
| 3M | +0.5% | -1.3% | +1.8% | +0.1% |
| 6M | +3.4% | -8.9% | +12.3% | +3.8% |
| YTD | +25.2% | -55.2% | +80.4% | +37.3% |
| 1Y | +22.7% | -56.4% | +79.1% | +35.0% |
| 3Y | -20.3% | -62.2% | +41.9% | -11.6% |
| 5Y | -3.4% | -63.7% | +60.3% | +6.1% |
| 10Y | +226.8% | +61.7% | +165.1% | +197.2% |
| All | +6,389.7% | +3,244.4% | +3,145.2% | +4,211.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling