-1.1%
UNH vs RKT
-7.1%
+6.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.4% | -9.0% | +12.3% | +3.7% |
| 30D | +3.0% | +30.2% | -27.2% | +2.1% |
| 3M | +2.7% | -8.8% | +11.6% | +2.9% |
| 6M | +2.8% | -0.9% | +3.7% | +2.5% |
| YTD | +25.9% | -29.2% | +55.1% | +26.6% |
| 1Y | +25.8% | -20.1% | +45.9% | +25.9% |
| 3Y | -20.0% | +81.3% | -101.4% | -24.2% |
| All | -1.1% | -7.1% | +6.0% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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