+27.0%
UNH vs IBB
+36.2%
-9.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.2% |
| 7D | +0.2% | +0.8% | -0.6% | -0.1% |
| 30D | +6.8% | +5.2% | +1.6% | +5.1% |
| 3M | -0.3% | +8.6% | -8.9% | -2.9% |
| 6M | +7.9% | +27.8% | -19.9% | 0.0% |
| YTD | +25.1% | +28.8% | -3.7% | +13.0% |
| All | +27.0% | +36.2% | -9.1% | +11.2% |
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