+136,006.1%
UNH vs RRC
+1,202.2%
+134,803.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.9% |
| 7D | +1.1% | +1.3% | -0.2% | +1.0% |
| 30D | -3.8% | +10.1% | -13.9% | -4.5% |
| 3M | +0.7% | +4.0% | -3.3% | +0.4% |
| 6M | +37.9% | +1.6% | +36.3% | +37.5% |
| YTD | +21.9% | +19.7% | +2.2% | +20.1% |
| 1Y | +31.4% | +21.4% | +10.0% | +29.2% |
| 3Y | -11.4% | +29.7% | -41.1% | -14.2% |
| 5Y | +2.5% | +153.9% | -151.3% | -7.7% |
| 10Y | +242.9% | +10.8% | +232.0% | +202.0% |
| All | +136,006.1% | +1,202.2% | +134,803.9% | +97,477.5% |
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