+70.3%
UNH vs GH
+480.1%
-409.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +1.1% | -2.1% | +3.2% | +1.3% |
| 30D | -1.5% | -4.5% | +2.9% | -1.2% |
| 3M | -0.8% | +28.9% | -29.7% | -3.1% |
| 6M | +41.8% | +76.5% | -34.7% | +34.5% |
| YTD | +23.1% | +57.6% | -34.5% | +17.7% |
| 1Y | +28.5% | +167.5% | -139.0% | +17.0% |
| 3Y | -11.8% | +377.4% | -389.2% | -25.6% |
| 5Y | +5.3% | +23.8% | -18.5% | -2.3% |
| All | +70.3% | +480.1% | -409.8% | +27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling