+136,006.1%
UNH vs HAL
+597.8%
+135,408.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | +1.1% | +2.9% | -1.9% | +0.5% |
| 30D | -3.8% | +17.0% | -20.8% | -6.6% |
| 3M | +0.7% | -9.7% | +10.4% | +2.2% |
| 6M | +37.9% | +8.6% | +29.2% | +35.0% |
| YTD | +21.9% | +33.0% | -11.1% | +14.8% |
| 1Y | +31.4% | +68.3% | -36.9% | +18.0% |
| 3Y | -11.4% | +0.1% | -11.5% | -14.4% |
| 5Y | +2.5% | +102.6% | -100.1% | -16.5% |
| 10Y | +242.9% | +3.8% | +239.0% | +181.5% |
| All | +136,006.1% | +597.8% | +135,408.3% | +61,024.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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