+10.1%
UNH vs KMX
+3.5%
+6.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.4% |
| 7D | -4.5% | -3.1% | -1.4% | -4.4% |
| 30D | -6.5% | +4.4% | -11.0% | -6.8% |
| 3M | -6.0% | +18.9% | -24.9% | -7.1% |
| 6M | +33.7% | +44.3% | -10.6% | +30.1% |
| YTD | +16.4% | +58.7% | -42.3% | +11.3% |
| 1Y | +10.1% | +0.1% | +10.0% | +8.9% |
| All | +10.1% | +3.5% | +6.6% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 1y: compounded portfolio wealth divided by compounded KMX 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…
1y analysis · Full analysis span regression · 6 months rolling