+6,222.7%
UNH vs CSGP
+3,334.4%
+2,888.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | +1.1% | -4.1% | +5.1% | +1.6% |
| 30D | -3.8% | +2.3% | -6.1% | -4.2% |
| 3M | +0.7% | -8.2% | +8.9% | +1.5% |
| 6M | +37.9% | -35.1% | +72.9% | +45.2% |
| YTD | +21.9% | -54.0% | +76.0% | +33.9% |
| 1Y | +31.4% | -65.3% | +96.7% | +49.9% |
| 3Y | -11.4% | -62.6% | +51.2% | -1.3% |
| 5Y | +2.5% | -64.8% | +67.3% | +13.5% |
| 10Y | +242.9% | +45.1% | +197.8% | +216.7% |
| All | +6,222.7% | +3,334.4% | +2,888.3% | +4,105.0% |
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