+216.1%
UNH vs SLB
-12.7%
+228.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.3% |
| 7D | +3.4% | +3.5% | -0.1% | +2.8% |
| 30D | +3.0% | +6.5% | -3.5% | +1.8% |
| 3M | +2.7% | -0.2% | +3.0% | +2.4% |
| 6M | +2.8% | -5.7% | +8.5% | +3.1% |
| YTD | +25.9% | +36.8% | -11.0% | +17.3% |
| 1Y | +25.8% | +45.8% | -20.0% | +15.8% |
| 3Y | -20.0% | +3.4% | -23.4% | -22.9% |
| 5Y | -2.8% | +76.1% | -79.0% | -19.5% |
| All | +216.1% | -12.7% | +228.8% | +161.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling