+6,487.9%
UNH vs ON
+199.0%
+6,288.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.0% |
| 7D | +1.1% | +2.4% | -1.4% | +0.8% |
| 30D | -3.8% | -3.3% | -0.5% | -3.5% |
| 3M | +0.7% | -43.6% | +44.3% | +5.6% |
| 6M | +37.9% | +19.0% | +18.9% | +33.3% |
| YTD | +21.9% | +37.4% | -15.4% | +15.9% |
| 1Y | +31.4% | +54.8% | -23.4% | +23.1% |
| 3Y | -11.4% | -25.2% | +13.8% | -13.3% |
| 5Y | +2.5% | +62.7% | -60.2% | -10.3% |
| 10Y | +242.9% | +574.3% | -331.5% | +148.5% |
| All | +6,487.9% | +199.0% | +6,288.9% | +4,412.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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