+10.1%
UNH vs GIS
-24.1%
+34.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | -4.5% | -6.4% | +1.8% | -4.3% |
| 30D | -6.5% | -6.1% | -0.4% | -6.2% |
| 3M | -6.0% | +7.8% | -13.8% | -5.8% |
| 6M | +33.7% | -8.8% | +42.4% | +32.1% |
| YTD | +16.4% | -19.1% | +35.5% | +14.5% |
| 1Y | +10.1% | -24.8% | +34.8% | +8.5% |
| All | +10.1% | -24.1% | +34.2% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 1y: compounded portfolio wealth divided by compounded GIS 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…
1y analysis · Full analysis span regression · 6 months rolling