+136,006.1%
UNH vs EIX
+1,083.9%
+134,922.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.1% |
| 7D | +1.1% | -19.1% | +20.2% | +5.2% |
| 30D | -3.8% | -16.9% | +13.1% | -0.6% |
| 3M | +0.7% | -20.0% | +20.7% | +4.8% |
| 6M | +37.9% | -21.3% | +59.2% | +43.8% |
| YTD | +21.9% | -1.7% | +23.6% | +20.2% |
| 1Y | +31.4% | +9.6% | +21.8% | +26.1% |
| 3Y | -11.4% | -3.7% | -7.7% | -14.2% |
| 5Y | +2.5% | +22.6% | -20.1% | -7.2% |
| 10Y | +242.9% | +17.7% | +225.2% | +203.9% |
| All | +136,006.1% | +1,083.9% | +134,922.2% | +51,590.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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