+140,402.8%
UNH vs EIX
+1,175.7%
+139,227.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +3.4% | +1.4% | +2.0% | +3.1% |
| 30D | +3.0% | +8.5% | -5.6% | +1.0% |
| 3M | +2.7% | -13.5% | +16.2% | +5.1% |
| 6M | +2.8% | -12.4% | +15.1% | +4.6% |
| YTD | +25.9% | +5.9% | +20.0% | +21.9% |
| 1Y | +25.8% | +7.6% | +18.2% | +21.3% |
| 3Y | -20.0% | +12.8% | -32.8% | -25.4% |
| 5Y | -2.8% | +19.2% | -22.1% | -11.4% |
| 10Y | +228.7% | +34.9% | +193.8% | +182.2% |
| All | +140,402.8% | +1,175.7% | +139,227.1% | +52,290.4% |
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