+136,006.0%
UNH vs GAP
+2,258.2%
+133,747.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +1.1% | -4.5% | +5.5% | +1.7% |
| 30D | -3.8% | +9.0% | -12.8% | -5.2% |
| 3M | +0.7% | +5.0% | -4.3% | -0.4% |
| 6M | +37.9% | -17.8% | +55.7% | +40.4% |
| YTD | +21.9% | -10.4% | +32.3% | +22.3% |
| 1Y | +31.4% | -3.4% | +34.8% | +29.9% |
| 3Y | -11.4% | +111.5% | -122.9% | -28.0% |
| 5Y | +2.5% | +8.8% | -6.3% | -11.4% |
| 10Y | +242.9% | +32.9% | +210.0% | +150.6% |
| All | +136,006.0% | +2,258.2% | +133,747.8% | +28,446.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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