-0.5%
UNH vs EOG
+169.9%
-170.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -4.5% | +1.5% | -6.0% | -4.7% |
| 30D | -6.5% | +2.9% | -9.5% | -6.8% |
| 3M | -6.0% | +8.7% | -14.7% | -6.9% |
| 6M | +33.7% | +12.9% | +20.8% | +31.6% |
| YTD | +16.4% | +43.8% | -27.4% | +11.7% |
| 1Y | +10.1% | +27.1% | -17.0% | +6.9% |
| 3Y | -16.3% | +25.9% | -42.2% | -19.1% |
| All | -0.5% | +169.9% | -170.4% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 5y: compounded portfolio wealth divided by compounded EOG 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…
5y analysis · Full analysis span regression · 6 months rolling