+12.7%
UNH vs EXEL
+52.0%
-39.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.0% |
| 7D | -3.2% | -2.9% | -0.3% | -2.8% |
| 30D | -3.5% | +11.9% | -15.3% | -5.0% |
| 3M | -4.2% | +9.2% | -13.4% | -5.2% |
| 6M | +38.3% | +39.1% | -0.8% | +33.6% |
| YTD | +19.2% | +31.0% | -11.8% | +15.0% |
| All | +12.7% | +52.0% | -39.3% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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