+7,750.8%
UNH vs O
+5,387.7%
+2,363.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.7% |
| 7D | +1.1% | -0.7% | +1.8% | +1.3% |
| 30D | -3.8% | -1.9% | -1.9% | -3.2% |
| 3M | +0.7% | +3.8% | -3.1% | -0.5% |
| 6M | +37.9% | -4.7% | +42.6% | +39.7% |
| YTD | +21.9% | +12.5% | +9.5% | +17.0% |
| 1Y | +31.4% | +10.8% | +20.5% | +26.7% |
| 3Y | -11.4% | +28.8% | -40.2% | -19.5% |
| 5Y | +2.5% | +13.2% | -10.7% | -3.7% |
| 10Y | +242.9% | +53.5% | +189.4% | +182.6% |
| All | +7,750.8% | +5,387.7% | +2,363.0% | +2,739.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling