+9,295.6%
UNH vs XLU
+630.6%
+8,665.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.8% | -1.3% |
| 7D | -1.7% | +0.6% | -2.3% | -2.0% |
| 30D | -3.8% | -0.4% | -3.4% | -3.6% |
| 3M | -4.3% | -1.7% | -2.5% | -3.4% |
| 6M | +38.6% | -7.1% | +45.7% | +43.8% |
| YTD | +20.7% | +1.9% | +18.7% | +18.4% |
| 1Y | +16.0% | +6.1% | +9.9% | +11.1% |
| 3Y | -13.5% | +48.8% | -62.2% | -33.7% |
| 5Y | +3.5% | +43.8% | -40.3% | -19.9% |
| 10Y | +245.3% | +143.2% | +102.2% | +93.2% |
| All | +9,295.6% | +630.6% | +8,665.0% | +2,773.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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