+15.0%
UNH vs EXC
+4.5%
+10.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -3.2% | -1.6% | -1.5% | -2.8% |
| 30D | -3.5% | -2.4% | -1.1% | -3.0% |
| 3M | -4.2% | -4.0% | -0.2% | -3.4% |
| 6M | +38.3% | -9.8% | +48.1% | +41.6% |
| YTD | +19.2% | +2.3% | +16.9% | +17.3% |
| 1Y | +15.0% | +3.8% | +11.1% | +10.9% |
| All | +15.0% | +4.5% | +10.5% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling