+136,006.1%
UNH vs RGEN
+1,576.0%
+134,430.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.9% |
| 7D | +1.1% | -4.9% | +6.0% | +1.3% |
| 30D | -3.8% | +5.7% | -9.5% | -4.1% |
| 3M | +0.7% | +32.4% | -31.7% | -0.9% |
| 6M | +37.9% | +33.2% | +4.7% | +35.4% |
| YTD | +21.9% | +2.3% | +19.7% | +21.3% |
| 1Y | +31.4% | +39.0% | -7.6% | +28.5% |
| 3Y | -11.4% | -4.6% | -6.8% | -12.7% |
| 5Y | +2.5% | -42.7% | +45.2% | +2.3% |
| 10Y | +242.9% | +433.6% | -190.7% | +204.6% |
| All | +136,006.1% | +1,576.0% | +134,430.1% | +91,271.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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