+792.6%
UNH vs XHB
+167.3%
+625.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.4% | +1.8% |
| 7D | +1.1% | +0.2% | +1.0% | +1.0% |
| 30D | -1.5% | -9.1% | +7.5% | +1.8% |
| 3M | -0.8% | -2.3% | +1.5% | -0.6% |
| 6M | +41.8% | -4.1% | +45.9% | +42.3% |
| YTD | +23.1% | -1.7% | +24.8% | +22.1% |
| 1Y | +28.5% | -15.1% | +43.6% | +34.4% |
| 3Y | -11.8% | +26.8% | -38.6% | -23.4% |
| 5Y | +5.3% | +37.3% | -32.0% | -13.9% |
| 10Y | +247.4% | +205.7% | +41.8% | +99.6% |
| All | +792.6% | +167.3% | +625.4% | +296.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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