+6,183.8%
UNH vs RBA
+3,565.6%
+2,618.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.0% |
| 7D | +1.1% | -2.9% | +4.0% | +1.7% |
| 30D | -3.8% | -12.3% | +8.5% | -1.3% |
| 3M | +0.7% | -20.5% | +21.3% | +5.0% |
| 6M | +37.9% | -18.5% | +56.4% | +42.7% |
| YTD | +21.9% | -18.2% | +40.2% | +25.7% |
| 1Y | +31.4% | -27.5% | +58.9% | +38.7% |
| 3Y | -11.4% | +38.1% | -49.5% | -19.6% |
| 5Y | +2.5% | +44.8% | -42.3% | -10.1% |
| 10Y | +242.9% | +187.1% | +55.7% | +151.1% |
| All | +6,183.8% | +3,565.6% | +2,618.2% | +3,187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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