-11.8%
UNH vs RCL
+180.0%
-191.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +1.1% | -0.5% | +1.6% | +1.2% |
| 30D | -1.5% | -17.3% | +15.8% | -0.9% |
| 3M | -0.8% | -2.8% | +1.9% | -0.7% |
| 6M | +41.8% | -4.4% | +46.2% | +41.9% |
| YTD | +23.1% | -4.2% | +27.2% | +22.9% |
| 1Y | +28.5% | -23.4% | +51.9% | +28.6% |
| 3Y | -11.8% | +179.4% | -191.1% | -8.0% |
| All | -11.8% | +180.0% | -191.7% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 3y: compounded portfolio wealth divided by compounded RCL 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…
3y analysis · Full analysis span regression · 6 months rolling