+16.0%
UNH vs IBB
+44.4%
-28.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.7% |
| 7D | -1.7% | -3.9% | +2.2% | -0.6% |
| 30D | -3.8% | +2.7% | -6.6% | -4.8% |
| 3M | -4.3% | +21.4% | -25.6% | -10.3% |
| 6M | +38.6% | +20.1% | +18.6% | +29.9% |
| YTD | +20.7% | +21.9% | -1.2% | +11.1% |
| 1Y | +16.0% | +44.1% | -28.1% | 0.0% |
| All | +16.0% | +44.4% | -28.4% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling