+140,402.7%
UNH vs RRC
+1,510.8%
+138,891.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | +3.4% | +6.4% | -3.0% | +2.9% |
| 30D | +3.0% | +23.9% | -20.9% | +1.2% |
| 3M | +2.7% | +30.2% | -27.4% | +0.5% |
| 6M | +2.8% | +26.3% | -23.5% | +0.7% |
| YTD | +25.9% | +48.1% | -22.2% | +21.8% |
| 1Y | +25.8% | +37.7% | -11.9% | +22.3% |
| 3Y | -20.0% | +60.3% | -80.3% | -23.9% |
| 5Y | -2.8% | +135.3% | -138.1% | -12.0% |
| 10Y | +228.7% | +73.3% | +155.4% | +179.5% |
| All | +140,402.7% | +1,510.8% | +138,891.9% | +98,793.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling