-11.8%
UNH vs KMB
-8.5%
-3.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.9% | +1.1% |
| 7D | +1.1% | -2.7% | +3.9% | +1.4% |
| 30D | -1.5% | -5.0% | +3.5% | -1.0% |
| 3M | -0.8% | +6.6% | -7.4% | -1.4% |
| 6M | +41.8% | +1.0% | +40.8% | +42.0% |
| YTD | +23.1% | +6.0% | +17.1% | +22.3% |
| 1Y | +28.5% | -16.6% | +45.1% | +31.5% |
| 3Y | -11.8% | -8.6% | -3.1% | -12.0% |
| All | -11.8% | -8.5% | -3.2% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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