+8,396.0%
UNH vs RY
+11,121.0%
-2,725.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.1% |
| 7D | -3.2% | -0.9% | -2.3% | -2.8% |
| 30D | +4.8% | +5.9% | -1.0% | +2.3% |
| 3M | -1.8% | -4.3% | +2.4% | -0.1% |
| 6M | +8.6% | +12.1% | -3.5% | +3.2% |
| YTD | +21.8% | +20.3% | +1.5% | +12.0% |
| 1Y | +25.8% | +41.0% | -15.2% | +8.1% |
| 3Y | -21.3% | +157.5% | -178.9% | -48.6% |
| 5Y | -5.3% | +123.2% | -128.5% | -34.9% |
| 10Y | +238.1% | +365.7% | -127.6% | +69.5% |
| All | +8,396.0% | +11,121.0% | -2,725.0% | +1,546.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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