+136,006.0%
UNH vs JCI
+2,331.5%
+133,674.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.9% | -1.3% |
| 7D | +1.1% | +3.8% | -2.8% | +0.3% |
| 30D | -3.8% | -5.7% | +1.9% | -2.8% |
| 3M | +0.7% | -1.4% | +2.1% | +0.7% |
| 6M | +37.9% | +4.1% | +33.7% | +36.0% |
| YTD | +21.9% | +21.7% | +0.2% | +16.4% |
| 1Y | +31.4% | +36.1% | -4.8% | +22.5% |
| 3Y | -11.4% | +154.4% | -165.8% | -28.0% |
| 5Y | +2.5% | +112.0% | -109.5% | -14.7% |
| 10Y | +242.9% | +322.2% | -79.4% | +145.7% |
| All | +136,006.0% | +2,331.5% | +133,674.5% | +39,891.8% |
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