+1,024.7%
XLE vs UNH
+9,233.2%
-8,208.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.6% |
| 7D | +2.2% | +1.1% | +1.1% | +1.9% |
| 30D | +11.8% | -3.8% | +15.6% | +12.9% |
| 3M | +9.8% | +0.7% | +9.1% | +9.3% |
| 6M | +15.6% | +37.9% | -22.3% | +4.5% |
| YTD | +45.3% | +21.9% | +23.3% | +34.6% |
| 1Y | +48.3% | +31.4% | +16.9% | +33.8% |
| 3Y | +55.4% | -11.4% | +66.8% | +49.3% |
| 5Y | +216.1% | +2.5% | +213.6% | +186.1% |
| 10Y | +178.4% | +242.9% | -64.5% | +72.0% |
| All | +1,024.7% | +9,233.2% | -8,208.4% | +239.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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