+228.4%
UNH vs O
+54.0%
+174.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.2% | -2.3% |
| 7D | -4.5% | -2.9% | -1.7% | -3.5% |
| 30D | -6.5% | -4.5% | -2.0% | -4.9% |
| 3M | -6.0% | -2.6% | -3.3% | -5.1% |
| 6M | +33.7% | -5.6% | +39.3% | +36.2% |
| YTD | +16.4% | +9.3% | +7.1% | +11.9% |
| 1Y | +10.1% | +4.3% | +5.8% | +7.7% |
| 3Y | -16.3% | +27.4% | -43.7% | -25.4% |
| 5Y | +2.1% | +17.1% | -14.9% | -6.8% |
| All | +228.4% | +54.0% | +174.3% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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