+139,595.9%
UNH vs KMB
+1,930.6%
+137,665.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.3% |
| 7D | +0.2% | +6.0% | -5.9% | -2.1% |
| 30D | +6.8% | +13.5% | -6.7% | +1.7% |
| 3M | -0.3% | +3.8% | -4.0% | -1.9% |
| 6M | +7.9% | +15.6% | -7.7% | +1.5% |
| YTD | +25.1% | +14.0% | +11.1% | +17.6% |
| 1Y | +29.3% | +12.9% | +16.4% | +22.0% |
| 3Y | -20.3% | +3.7% | -24.0% | -24.1% |
| 5Y | -3.6% | -0.1% | -3.5% | -7.8% |
| 10Y | +227.5% | +41.1% | +186.3% | +167.3% |
| All | +139,595.9% | +1,930.6% | +137,665.3% | +28,487.5% |
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