+136,006.1%
UNH vs HD
+31,989.9%
+104,016.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.9% | -1.3% |
| 7D | +1.1% | -2.1% | +3.1% | +1.8% |
| 30D | -3.8% | -8.4% | +4.6% | -0.9% |
| 3M | +0.7% | +4.3% | -3.6% | -1.2% |
| 6M | +37.9% | -11.1% | +49.0% | +42.3% |
| YTD | +21.9% | -4.7% | +26.6% | +22.7% |
| 1Y | +31.4% | -19.8% | +51.2% | +40.2% |
| 3Y | -11.4% | +4.1% | -15.5% | -15.2% |
| 5Y | +2.5% | +10.3% | -7.8% | -5.8% |
| 10Y | +242.9% | +203.2% | +39.7% | +120.8% |
| All | +136,006.1% | +31,989.9% | +104,016.2% | +9,112.7% |
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