+140,402.7%
UNH vs JCI
+2,244.0%
+138,158.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.8% | +1.0% |
| 7D | +3.4% | +3.2% | +0.2% | +2.7% |
| 30D | +3.0% | -8.6% | +11.6% | +4.4% |
| 3M | +2.7% | -7.7% | +10.5% | +3.9% |
| 6M | +2.8% | -2.6% | +5.3% | +2.4% |
| YTD | +25.9% | +17.4% | +8.5% | +20.5% |
| 1Y | +25.8% | +16.9% | +8.9% | +20.5% |
| 3Y | -20.0% | +186.7% | -206.8% | -36.7% |
| 5Y | -2.8% | +95.4% | -98.2% | -18.2% |
| 10Y | +228.7% | +292.7% | -64.0% | +137.8% |
| All | +140,402.7% | +2,244.0% | +138,158.8% | +41,295.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling