+40.6%
GLW vs UNH
+28.3%
+12.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.2% | -7.1% | -5.5% |
| 7D | -9.5% | +0.6% | -10.0% | -9.3% |
| 30D | -25.5% | +8.1% | -33.6% | -23.6% |
| 3M | -25.6% | +1.1% | -26.6% | -25.1% |
| 6M | -25.5% | +11.7% | -37.2% | -22.6% |
| YTD | +36.4% | +26.5% | +9.9% | +38.4% |
| 1Y | +40.6% | +27.0% | +13.6% | +42.1% |
| All | +40.6% | +28.3% | +12.3% | +42.1% |
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