+136,006.1%
UNH vs GD
+20,186.5%
+115,819.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.8% | -0.4% |
| 7D | +1.1% | -5.3% | +6.3% | +2.8% |
| 30D | -3.8% | -6.4% | +2.6% | -1.7% |
| 3M | +0.7% | +5.7% | -5.0% | -1.3% |
| 6M | +37.9% | -0.9% | +38.8% | +37.6% |
| YTD | +21.9% | +8.2% | +13.8% | +17.9% |
| 1Y | +31.4% | +13.4% | +18.0% | +24.9% |
| 3Y | -11.4% | +68.5% | -79.9% | -26.7% |
| 5Y | +2.5% | +97.2% | -94.6% | -19.8% |
| 10Y | +242.9% | +190.2% | +52.7% | +134.8% |
| All | +136,006.1% | +20,186.5% | +115,819.5% | +46,246.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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