-14.3%
UNH vs HBM
+460.9%
-475.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.5% | +6.3% | -1.0% |
| 7D | -3.2% | -3.7% | +0.6% | -3.1% |
| 30D | -3.5% | -3.7% | +0.2% | -3.4% |
| 3M | -4.2% | +8.0% | -12.2% | -4.5% |
| 6M | +38.3% | +15.8% | +22.5% | +37.1% |
| YTD | +19.2% | +34.4% | -15.2% | +17.4% |
| 1Y | +15.0% | +98.2% | -83.2% | +12.2% |
| All | -14.3% | +460.9% | -475.1% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling