+132,969.6%
UNH vs SCHW
+52,067.9%
+80,901.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -1.4% |
| 7D | -3.2% | -2.8% | -0.4% | -2.6% |
| 30D | -3.5% | -0.1% | -3.4% | -3.5% |
| 3M | -4.2% | +20.6% | -24.7% | -8.3% |
| 6M | +38.3% | +15.9% | +22.4% | +33.2% |
| YTD | +19.2% | +8.5% | +10.7% | +16.3% |
| 1Y | +15.0% | +17.8% | -2.9% | +10.0% |
| 3Y | -14.5% | +88.5% | -103.1% | -28.2% |
| 5Y | +4.6% | +60.6% | -56.0% | -11.6% |
| 10Y | +241.1% | +298.0% | -56.9% | +125.9% |
| All | +132,969.6% | +52,067.9% | +80,901.7% | +16,593.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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