+4.6%
UNH vs GH
+21.3%
-16.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -1.1% |
| 7D | -3.2% | -1.2% | -1.9% | -3.1% |
| 30D | -3.5% | -3.7% | +0.2% | -3.3% |
| 3M | -4.2% | +21.7% | -25.8% | -5.3% |
| 6M | +38.3% | +75.7% | -37.4% | +33.7% |
| YTD | +19.2% | +55.7% | -36.5% | +15.9% |
| 1Y | +15.0% | +181.1% | -166.2% | +8.2% |
| 3Y | -14.5% | +371.6% | -386.1% | -22.5% |
| 5Y | +4.6% | +23.2% | -18.6% | -3.4% |
| All | +4.6% | +21.3% | -16.7% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 5y: compounded portfolio wealth divided by compounded GH 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…
5y analysis · Full analysis span regression · 6 months rolling