+134,607.8%
UNH vs TGT
+6,106.6%
+128,501.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.2% | -1.2% |
| 7D | -1.7% | -3.6% | +1.9% | -0.8% |
| 30D | -3.8% | +4.4% | -8.2% | -4.9% |
| 3M | -4.3% | +25.4% | -29.7% | -9.8% |
| 6M | +38.6% | +33.4% | +5.3% | +28.2% |
| YTD | +20.7% | +65.6% | -44.9% | +5.4% |
| 1Y | +16.0% | +80.3% | -64.3% | -1.0% |
| 3Y | -13.5% | +42.1% | -55.6% | -25.2% |
| 5Y | +3.5% | -25.0% | +28.5% | +2.6% |
| 10Y | +245.3% | +208.2% | +37.1% | +121.3% |
| All | +134,607.8% | +6,106.6% | +128,501.2% | +23,764.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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