+139,599.3%
UNH vs HD
+34,709.6%
+104,889.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | +2.4% | -0.5% | +2.9% | +2.5% |
| 30D | +7.2% | +18.5% | -11.2% | +1.0% |
| 3M | +0.5% | +2.2% | -1.7% | -0.6% |
| 6M | +3.4% | +13.8% | -10.4% | -1.9% |
| YTD | +25.2% | +3.4% | +21.7% | +22.1% |
| 1Y | +22.7% | -3.5% | +26.2% | +22.5% |
| 3Y | -20.3% | +29.0% | -49.3% | -29.3% |
| 5Y | -3.4% | +6.1% | -9.5% | -10.2% |
| 10Y | +226.8% | +242.3% | -15.5% | +101.5% |
| All | +139,599.3% | +34,709.6% | +104,889.8% | +9,066.1% |
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