+6,349.7%
UNH vs RBA
+4,035.9%
+2,313.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.8% |
| 7D | +2.4% | -0.5% | +2.9% | +2.5% |
| 30D | +7.2% | +6.8% | +0.4% | +5.7% |
| 3M | +0.5% | +9.5% | -8.9% | -1.7% |
| 6M | +3.4% | -8.2% | +11.6% | +4.4% |
| YTD | +25.2% | -7.7% | +32.9% | +25.5% |
| 1Y | +22.7% | -6.9% | +29.6% | +22.7% |
| 3Y | -20.3% | +61.6% | -81.9% | -30.0% |
| 5Y | -3.4% | +44.7% | -48.1% | -15.1% |
| 10Y | +226.8% | +205.3% | +21.5% | +135.8% |
| All | +6,349.7% | +4,035.9% | +2,313.7% | +3,184.2% |
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