+15,464.9%
UNH vs RCL
+4,549.4%
+10,915.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +1.1% | -5.1% | +6.2% | +2.0% |
| 30D | -3.8% | -19.0% | +15.2% | -0.3% |
| 3M | +0.7% | -9.6% | +10.3% | +2.1% |
| 6M | +37.9% | -6.7% | +44.6% | +38.2% |
| YTD | +21.9% | -3.9% | +25.9% | +20.9% |
| 1Y | +31.4% | -25.1% | +56.5% | +35.5% |
| 3Y | -11.4% | +179.1% | -190.5% | -29.9% |
| 5Y | +2.5% | +243.3% | -240.8% | -26.2% |
| 10Y | +242.9% | +325.8% | -82.9% | +104.2% |
| All | +15,464.9% | +4,549.4% | +10,915.5% | +4,299.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling