+4,857.4%
UNH vs EWZ
+446.7%
+4,410.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.0% | +0.4% |
| 7D | +1.1% | +5.6% | -4.4% | -0.3% |
| 30D | -1.5% | +9.3% | -10.8% | -3.8% |
| 3M | -0.8% | +15.7% | -16.5% | -4.6% |
| 6M | +41.8% | +7.4% | +34.4% | +38.5% |
| YTD | +23.1% | +22.7% | +0.4% | +15.7% |
| 1Y | +28.5% | +36.4% | -7.9% | +17.4% |
| 3Y | -11.8% | +50.4% | -62.2% | -22.8% |
| 5Y | +5.3% | +67.6% | -62.3% | -12.8% |
| 10Y | +247.4% | +84.1% | +163.4% | +159.9% |
| All | +4,857.4% | +446.7% | +4,410.7% | +2,897.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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