+1.2%
UNH vs ONON
-24.2%
+25.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.2% |
| 7D | -3.2% | -5.3% | +2.2% | -3.0% |
| 30D | -3.5% | -13.1% | +9.7% | -3.1% |
| 3M | -4.2% | -29.3% | +25.2% | -3.3% |
| 6M | +38.3% | -34.5% | +72.9% | +39.7% |
| YTD | +19.2% | -42.2% | +61.4% | +20.8% |
| 1Y | +15.0% | -37.3% | +52.3% | +16.2% |
| 3Y | -14.5% | -9.3% | -5.3% | -15.9% |
| All | +1.2% | -24.2% | +25.3% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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