+3,051.1%
UNH vs HDB
+3,812.1%
-761.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +1.1% | +0.4% | +0.6% | +1.0% |
| 30D | -3.8% | -2.8% | -1.0% | -3.1% |
| 3M | +0.7% | -3.5% | +4.3% | +1.2% |
| 6M | +37.9% | -24.7% | +62.6% | +46.6% |
| YTD | +21.9% | -36.6% | +58.5% | +34.9% |
| 1Y | +31.4% | -34.4% | +65.8% | +44.0% |
| 3Y | -11.4% | -24.4% | +13.0% | -8.4% |
| 5Y | +2.5% | -35.4% | +37.9% | +8.4% |
| 10Y | +242.9% | +39.5% | +203.3% | +185.0% |
| All | +3,051.1% | +3,812.1% | -761.0% | +1,299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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