+25.8%
UNH vs O
+9.0%
+16.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | +3.4% | -0.4% | +3.7% | +3.4% |
| 30D | +3.0% | +7.1% | -4.1% | +1.9% |
| 3M | +2.7% | -5.2% | +8.0% | +3.0% |
| 6M | +2.8% | -1.8% | +4.5% | +3.2% |
| YTD | +25.9% | +9.1% | +16.8% | +20.2% |
| 1Y | +25.8% | +9.7% | +16.1% | +19.4% |
| All | +25.8% | +9.0% | +16.8% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling