+136,006.1%
UNH vs GE
+2,981.7%
+133,024.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.3% |
| 7D | +1.1% | -1.6% | +2.7% | +1.5% |
| 30D | -3.8% | -11.6% | +7.8% | -0.2% |
| 3M | +0.7% | +3.0% | -2.3% | -0.7% |
| 6M | +37.9% | -0.5% | +38.4% | +36.2% |
| YTD | +21.9% | +9.7% | +12.2% | +16.2% |
| 1Y | +31.4% | +20.0% | +11.3% | +21.3% |
| 3Y | -11.4% | +275.8% | -287.2% | -45.6% |
| 5Y | +2.5% | +429.1% | -426.5% | -45.5% |
| 10Y | +242.9% | +151.2% | +91.7% | +113.0% |
| All | +136,006.1% | +2,981.7% | +133,024.4% | +15,213.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling