+8,004.4%
UNH vs O
+5,221.5%
+2,782.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | +3.4% | -0.4% | +3.7% | +3.5% |
| 30D | +3.0% | +7.1% | -4.1% | +0.8% |
| 3M | +2.7% | -5.2% | +8.0% | +4.4% |
| 6M | +2.8% | -1.8% | +4.5% | +3.2% |
| YTD | +25.9% | +9.1% | +16.8% | +21.9% |
| 1Y | +25.8% | +9.7% | +16.1% | +21.6% |
| 3Y | -20.0% | +39.1% | -59.2% | -29.0% |
| 5Y | -2.8% | +8.4% | -11.2% | -7.4% |
| 10Y | +228.7% | +80.2% | +148.6% | +159.1% |
| All | +8,004.4% | +5,221.5% | +2,782.9% | +2,857.4% |
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 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