+7,468.9%
UNH vs IBN
+1,491.4%
+5,977.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.5% | +1.4% |
| 7D | +1.1% | -2.2% | +3.3% | +1.5% |
| 30D | -1.5% | -2.3% | +0.8% | -1.2% |
| 3M | -0.8% | +15.9% | -16.7% | -3.3% |
| 6M | +41.8% | +5.6% | +36.2% | +40.2% |
| YTD | +23.1% | -0.1% | +23.1% | +22.6% |
| 1Y | +28.5% | -6.5% | +35.1% | +29.3% |
| 3Y | -11.8% | +29.3% | -41.1% | -17.0% |
| 5Y | +5.3% | +56.6% | -51.2% | -4.9% |
| 10Y | +247.4% | +314.4% | -66.9% | +155.6% |
| All | +7,468.9% | +1,491.4% | +5,977.5% | +4,465.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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