+744.2%
UNH vs XBI
+901.2%
-157.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | -4.5% | -4.6% | +0.1% | -2.8% |
| 30D | -6.5% | -2.0% | -4.5% | -6.0% |
| 3M | -6.0% | +17.8% | -23.8% | -12.2% |
| 6M | +33.7% | +23.7% | +9.9% | +21.9% |
| YTD | +16.4% | +28.2% | -11.8% | +4.3% |
| 1Y | +10.1% | +64.0% | -53.9% | -10.7% |
| 3Y | -16.3% | +99.4% | -115.7% | -39.4% |
| 5Y | +2.1% | +19.3% | -17.2% | -12.7% |
| 10Y | +233.1% | +158.7% | +74.4% | +78.3% |
| All | +744.2% | +901.2% | -157.0% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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