+236.3%
UNH vs SBAC
+83.0%
+153.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.5% |
| 7D | -3.2% | -5.3% | +2.1% | -1.8% |
| 30D | -3.5% | +0.4% | -3.8% | -3.6% |
| 3M | -4.2% | -11.9% | +7.7% | -1.3% |
| 6M | +38.3% | -4.5% | +42.8% | +37.9% |
| YTD | +19.2% | -4.3% | +23.6% | +18.4% |
| 1Y | +15.0% | -3.9% | +18.8% | +13.9% |
| 3Y | -14.5% | -11.0% | -3.5% | -16.2% |
| 5Y | +4.6% | -44.1% | +48.7% | +20.1% |
| All | +236.3% | +83.0% | +153.3% | +206.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling