+8,961.7%
UNH vs XLK
+1,458.4%
+7,503.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.9% |
| 7D | -4.5% | +0.2% | -4.8% | -4.6% |
| 30D | -6.5% | -0.6% | -5.9% | -6.4% |
| 3M | -6.0% | +2.6% | -8.5% | -7.6% |
| 6M | +33.7% | +34.0% | -0.3% | +17.6% |
| YTD | +16.4% | +30.7% | -14.3% | +3.1% |
| 1Y | +10.1% | +39.2% | -29.1% | -5.1% |
| 3Y | -16.3% | +120.4% | -136.7% | -42.3% |
| 5Y | +2.1% | +148.8% | -146.7% | -34.7% |
| 10Y | +233.1% | +803.3% | -570.2% | +25.5% |
| All | +8,961.7% | +1,458.4% | +7,503.3% | +2,058.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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