+137,274.1%
UNH vs EOG
+7,424.5%
+129,849.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +1.1% | -2.0% | +3.2% | +1.5% |
| 30D | -1.5% | +7.9% | -9.4% | -2.9% |
| 3M | -0.8% | +4.5% | -5.3% | -1.9% |
| 6M | +41.8% | +12.3% | +29.5% | +38.2% |
| YTD | +23.1% | +41.9% | -18.8% | +14.9% |
| 1Y | +28.5% | +27.8% | +0.7% | +22.1% |
| 3Y | -11.8% | +21.8% | -33.6% | -16.6% |
| 5Y | +5.3% | +174.0% | -168.7% | -16.3% |
| 10Y | +247.4% | +110.4% | +137.1% | +167.1% |
| All | +137,274.1% | +7,424.5% | +129,849.6% | +55,443.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling