+139,595.9%
UNH vs SLB
+825.5%
+138,770.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.8% | +2.1% |
| 7D | +0.2% | -4.3% | +4.4% | +1.1% |
| 30D | +6.8% | +1.9% | +4.9% | +6.2% |
| 3M | -0.3% | -5.7% | +5.4% | +0.5% |
| 6M | +7.9% | -5.3% | +13.2% | +8.1% |
| YTD | +25.1% | +32.2% | -7.0% | +16.0% |
| 1Y | +29.3% | +38.5% | -9.2% | +18.6% |
| 3Y | -20.3% | +1.1% | -21.4% | -23.5% |
| 5Y | -3.6% | +70.3% | -73.8% | -20.9% |
| 10Y | +227.5% | -17.3% | +244.8% | +187.9% |
| All | +139,595.9% | +825.5% | +138,770.4% | +56,620.4% |
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