+134,607.8%
UNH vs OMC
+5,687.0%
+128,920.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.5% | -0.9% |
| 7D | -1.7% | -4.2% | +2.6% | -0.4% |
| 30D | -3.8% | -7.5% | +3.7% | -1.7% |
| 3M | -4.3% | +4.6% | -8.9% | -6.2% |
| 6M | +38.6% | -4.8% | +43.5% | +39.6% |
| YTD | +20.7% | -1.0% | +21.7% | +19.2% |
| 1Y | +16.0% | +3.8% | +12.2% | +12.5% |
| 3Y | -13.5% | +10.2% | -23.7% | -19.5% |
| 5Y | +3.5% | +29.7% | -26.2% | -11.1% |
| 10Y | +245.3% | +32.3% | +213.0% | +183.7% |
| All | +134,607.8% | +5,687.0% | +128,920.8% | +30,053.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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