+24.5%
GLD vs UNH
+33.2%
-8.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.8% |
| 7D | -0.5% | +1.1% | -1.6% | -0.6% |
| 30D | +4.4% | -3.8% | +8.2% | +4.7% |
| 3M | -1.1% | +0.7% | -1.8% | -1.1% |
| 6M | -13.8% | +37.9% | -51.6% | -16.1% |
| YTD | +2.6% | +21.9% | -19.3% | -1.0% |
| 1Y | +24.5% | +31.4% | -6.9% | +21.1% |
| All | +24.5% | +33.2% | -8.7% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling