-11.8%
UNH vs IBB
+64.8%
-76.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.5% |
| 7D | +1.1% | -1.7% | +2.8% | +1.6% |
| 30D | -1.5% | +4.9% | -6.4% | -3.0% |
| 3M | -0.8% | +24.2% | -25.1% | -7.0% |
| 6M | +41.8% | +23.8% | +18.0% | +32.9% |
| YTD | +23.1% | +23.0% | +0.1% | +15.3% |
| 1Y | +28.5% | +46.2% | -17.6% | +14.9% |
| 3Y | -11.8% | +64.8% | -76.6% | -22.5% |
| All | -11.8% | +64.8% | -76.6% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling