+137,274.1%
UNH vs RJF
+49,360.8%
+87,913.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | +1.1% | +1.8% | -0.6% | +0.7% |
| 30D | -1.5% | 0.0% | -1.5% | -1.6% |
| 3M | -0.8% | +18.0% | -18.8% | -5.3% |
| 6M | +41.8% | +17.0% | +24.8% | +35.6% |
| YTD | +23.1% | +11.1% | +12.0% | +19.1% |
| 1Y | +28.5% | +8.0% | +20.6% | +25.1% |
| 3Y | -11.8% | +73.3% | -85.0% | -26.0% |
| 5Y | +5.3% | +107.4% | -102.1% | -17.6% |
| 10Y | +247.4% | +428.5% | -181.1% | +104.3% |
| All | +137,274.1% | +49,360.8% | +87,913.3% | +21,403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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