+27.0%
UNH vs SLB
+45.4%
-18.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.2% |
| 7D | +0.6% | -4.1% | +4.6% | +0.5% |
| 30D | +8.1% | +2.5% | +5.6% | +8.3% |
| 3M | +1.1% | +2.0% | -0.9% | +0.9% |
| 6M | +11.7% | -6.3% | +18.1% | +12.1% |
| YTD | +26.5% | +36.5% | -10.1% | +19.6% |
| 1Y | +27.0% | +46.2% | -19.2% | +19.5% |
| All | +27.0% | +45.4% | -18.4% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 1y: compounded portfolio wealth divided by compounded SLB 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…
1y analysis · Full analysis span regression · 6 months rolling