+3.5%
UNH vs RCL
+233.3%
-229.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.8% |
| 7D | -1.7% | -2.2% | +0.5% | -1.5% |
| 30D | -3.8% | -15.7% | +11.8% | -2.9% |
| 3M | -4.3% | -8.0% | +3.7% | -3.9% |
| 6M | +38.6% | -10.1% | +48.8% | +39.1% |
| YTD | +20.7% | -5.9% | +26.6% | +20.5% |
| 1Y | +16.0% | -23.5% | +39.5% | +17.0% |
| 3Y | -13.5% | +174.4% | -187.9% | -19.4% |
| 5Y | +3.5% | +227.1% | -223.6% | -5.0% |
| All | +3.5% | +233.3% | -229.8% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling