+216.1%
UNH vs GE
+150.1%
+66.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +3.4% | +2.7% | +0.7% | +2.9% |
| 30D | +3.0% | +8.1% | -5.1% | +1.4% |
| 3M | +2.7% | -7.9% | +10.6% | +4.0% |
| 6M | +2.8% | +12.9% | -10.1% | 0.0% |
| YTD | +25.9% | +8.2% | +17.7% | +22.6% |
| 1Y | +25.8% | +9.7% | +16.1% | +22.0% |
| 3Y | -20.0% | +266.1% | -286.1% | -41.0% |
| 5Y | -2.8% | +407.4% | -410.2% | -34.7% |
| All | +216.1% | +150.1% | +66.0% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling