+136,006.1%
UNH vs KMB
+1,824.3%
+134,181.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.4% |
| 7D | +1.1% | -3.0% | +4.1% | +2.2% |
| 30D | -3.8% | -5.5% | +1.7% | -1.8% |
| 3M | +0.7% | +14.0% | -13.2% | -4.5% |
| 6M | +37.9% | +4.1% | +33.8% | +34.6% |
| YTD | +21.9% | +8.0% | +13.9% | +17.1% |
| 1Y | +31.4% | -13.7% | +45.1% | +36.8% |
| 3Y | -11.4% | -5.9% | -5.5% | -12.3% |
| 5Y | +2.5% | -8.6% | +11.1% | +1.6% |
| 10Y | +242.9% | +17.3% | +225.6% | +201.0% |
| All | +136,006.1% | +1,824.3% | +134,181.8% | +28,381.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling