+9,295.6%
UNH vs XLI
+1,097.3%
+8,198.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.0% |
| 7D | -1.7% | -0.6% | -1.1% | -1.3% |
| 30D | -3.8% | -6.9% | +3.1% | +0.6% |
| 3M | -4.3% | -1.9% | -2.4% | -3.5% |
| 6M | +38.6% | +1.0% | +37.6% | +36.5% |
| YTD | +20.7% | +11.3% | +9.3% | +11.4% |
| 1Y | +16.0% | +15.8% | +0.2% | +4.4% |
| 3Y | -13.5% | +69.8% | -83.3% | -40.6% |
| 5Y | +3.5% | +80.9% | -77.4% | -32.8% |
| 10Y | +245.3% | +257.2% | -11.9% | +41.3% |
| All | +9,295.6% | +1,097.3% | +8,198.3% | +1,610.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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