+228.4%
UNH vs NOK
+144.6%
+83.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.8% | -7.2% | -3.0% |
| 7D | -4.5% | +11.0% | -15.5% | -5.9% |
| 30D | -6.5% | +7.8% | -14.4% | -7.5% |
| 3M | -6.0% | -21.0% | +15.0% | -3.7% |
| 6M | +33.7% | +40.9% | -7.2% | +24.5% |
| YTD | +16.4% | +72.0% | -55.6% | +5.0% |
| 1Y | +10.1% | +140.9% | -130.8% | -6.4% |
| 3Y | -16.3% | +194.3% | -210.6% | -32.0% |
| 5Y | +2.1% | +112.5% | -110.4% | -13.4% |
| All | +228.4% | +144.6% | +83.8% | +141.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 10y: compounded portfolio wealth divided by compounded NOK 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…
10y analysis · Full analysis span regression · 6 months rolling