+137,274.1%
UNH vs SYY
+4,446.6%
+132,827.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +1.1% | -2.8% | +3.9% | +2.1% |
| 30D | -1.5% | -5.3% | +3.7% | +0.3% |
| 3M | -0.8% | +5.1% | -5.9% | -2.6% |
| 6M | +41.8% | -5.0% | +46.8% | +43.0% |
| YTD | +23.1% | +10.7% | +12.4% | +16.3% |
| 1Y | +28.5% | +0.7% | +27.8% | +25.3% |
| 3Y | -11.8% | +24.0% | -35.8% | -21.0% |
| 5Y | +5.3% | +19.3% | -13.9% | -5.9% |
| 10Y | +247.4% | +96.4% | +151.0% | +139.1% |
| All | +137,274.1% | +4,446.6% | +132,827.5% | +25,078.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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