-19.4%
UNH vs GEHC
+10.0%
-29.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | +1.1% | -4.0% | +5.1% | +1.5% |
| 30D | -3.8% | -2.0% | -1.8% | -3.6% |
| 3M | +0.7% | +8.0% | -7.2% | -0.3% |
| 6M | +37.9% | -12.8% | +50.6% | +39.5% |
| YTD | +21.9% | -15.9% | +37.9% | +23.8% |
| 1Y | +31.4% | -6.9% | +38.3% | +31.9% |
| 3Y | -11.4% | 0.0% | -11.4% | -11.3% |
| All | -19.4% | +10.0% | -29.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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