+3.5%
UNH vs SBAC
-44.9%
+48.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | -1.7% | +0.2% | -1.8% | -1.7% |
| 30D | -3.8% | +3.9% | -7.7% | -4.3% |
| 3M | -4.3% | -8.2% | +3.9% | -3.4% |
| 6M | +38.6% | -2.8% | +41.4% | +38.1% |
| YTD | +20.7% | -1.5% | +22.2% | +19.9% |
| 1Y | +16.0% | 0.0% | +16.0% | +14.9% |
| 3Y | -13.5% | -8.4% | -5.1% | -14.7% |
| 5Y | +3.5% | -43.5% | +47.0% | +16.7% |
| All | +3.5% | -44.9% | +48.5% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling