+4.6%
UNH vs RRC
+150.0%
-145.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.6% | -1.2% |
| 7D | -3.2% | -1.2% | -2.0% | -3.1% |
| 30D | -3.5% | +3.0% | -6.4% | -3.6% |
| 3M | -4.2% | +7.3% | -11.4% | -4.7% |
| 6M | +38.3% | +3.6% | +34.7% | +37.8% |
| YTD | +19.2% | +19.4% | -0.2% | +17.8% |
| 1Y | +15.0% | +21.4% | -6.5% | +13.5% |
| 3Y | -14.5% | +32.8% | -47.3% | -17.0% |
| 5Y | +4.6% | +152.0% | -147.4% | -3.2% |
| All | +4.6% | +150.0% | -145.4% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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