+138,844.1%
UNH vs HD
+35,014.4%
+103,829.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -1.6% | -1.2% | -0.4% | -1.2% |
| 30D | +6.5% | +20.9% | -14.4% | -0.4% |
| 3M | +0.8% | -0.2% | +1.0% | +0.5% |
| 6M | +6.1% | +14.5% | -8.4% | +0.4% |
| YTD | +24.5% | +4.3% | +20.2% | +21.1% |
| 1Y | +26.3% | -3.5% | +29.8% | +26.2% |
| 3Y | -20.7% | +30.1% | -50.8% | -29.9% |
| 5Y | -3.6% | +8.5% | -12.0% | -11.1% |
| 10Y | +225.1% | +245.3% | -20.2% | +99.8% |
| All | +138,844.1% | +35,014.4% | +103,829.7% | +8,989.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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