+10.1%
UNH vs JCI
+36.0%
-25.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -2.3% |
| 7D | -4.5% | +0.7% | -5.3% | -4.5% |
| 30D | -6.5% | -4.4% | -2.1% | -6.8% |
| 3M | -6.0% | +1.7% | -7.7% | -5.9% |
| 6M | +33.7% | +8.8% | +24.9% | +34.0% |
| YTD | +16.4% | +22.6% | -6.3% | +19.9% |
| 1Y | +10.1% | +36.2% | -26.1% | +12.2% |
| All | +10.1% | +36.0% | -25.9% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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