+1,114.0%
UNH vs KMI
+111.3%
+1,002.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.5% |
| 7D | +1.1% | -0.4% | +1.5% | +1.2% |
| 30D | -1.5% | +3.7% | -5.2% | -2.5% |
| 3M | -0.8% | +3.2% | -4.0% | -1.8% |
| 6M | +41.8% | -3.0% | +44.8% | +42.5% |
| YTD | +23.1% | +19.7% | +3.4% | +16.9% |
| 1Y | +28.5% | +25.6% | +2.9% | +20.4% |
| 3Y | -11.8% | +120.2% | -132.0% | -30.5% |
| 5Y | +5.3% | +160.5% | -155.1% | -21.8% |
| 10Y | +247.4% | +134.8% | +112.6% | +150.6% |
| All | +1,114.0% | +111.3% | +1,002.7% | +706.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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