+136,006.0%
UNH vs SLB
+966.6%
+135,039.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +1.1% | +0.8% | +0.2% | +0.8% |
| 30D | -3.8% | +15.8% | -19.6% | -6.9% |
| 3M | +0.7% | -0.3% | +1.1% | +0.2% |
| 6M | +37.9% | +21.3% | +16.5% | +31.1% |
| YTD | +21.9% | +52.3% | -30.4% | +10.1% |
| 1Y | +31.4% | +63.6% | -32.2% | +16.4% |
| 3Y | -11.4% | +3.8% | -15.2% | -15.3% |
| 5Y | +2.5% | +128.6% | -126.1% | -21.2% |
| 10Y | +242.9% | -3.1% | +245.9% | +192.2% |
| All | +136,006.0% | +966.6% | +135,039.4% | +53,701.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling