+135,813.1%
UNH vs GD
+19,982.5%
+115,830.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -3.2% | -5.0% | +1.8% | -1.5% |
| 30D | +4.8% | +8.9% | -4.1% | +1.9% |
| 3M | -1.8% | -8.0% | +6.2% | +0.7% |
| 6M | +8.6% | +2.9% | +5.7% | +7.1% |
| YTD | +21.8% | +7.1% | +14.7% | +17.9% |
| 1Y | +25.8% | +5.9% | +19.9% | +22.3% |
| 3Y | -21.3% | +53.9% | -75.2% | -32.9% |
| 5Y | -5.3% | +95.4% | -100.8% | -25.8% |
| 10Y | +238.1% | +193.5% | +44.6% | +130.6% |
| All | +135,813.1% | +19,982.5% | +115,830.6% | +46,278.4% |
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