+129,820.1%
UNH vs GFI
+650.5%
+129,169.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.3% |
| 7D | -4.5% | -4.9% | +0.3% | -4.4% |
| 30D | -6.5% | +10.7% | -17.3% | -6.8% |
| 3M | -6.0% | +25.6% | -31.6% | -6.6% |
| 6M | +33.7% | -8.3% | +41.9% | +33.6% |
| YTD | +16.4% | +6.3% | +10.1% | +15.8% |
| 1Y | +10.1% | +22.1% | -12.0% | +9.0% |
| 3Y | -16.3% | +289.2% | -305.5% | -19.8% |
| 5Y | +2.1% | +531.7% | -529.6% | -3.8% |
| 10Y | +233.1% | +1,043.8% | -810.7% | +206.1% |
| All | +129,820.1% | +650.5% | +129,169.6% | +116,710.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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