-6.7%
UNH vs GLDM
+121.8%
-128.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -3.2% | +4.7% | -7.8% | -3.4% |
| 30D | +4.8% | -0.9% | +5.7% | +4.9% |
| 3M | -1.8% | -4.3% | +2.5% | -1.6% |
| 6M | +8.6% | -13.4% | +22.0% | +9.5% |
| YTD | +21.8% | -5.8% | +27.6% | +22.2% |
| 1Y | +25.8% | +2.1% | +23.8% | +25.9% |
| 3Y | -21.3% | +105.0% | -126.3% | -25.7% |
| All | -6.7% | +121.8% | -128.5% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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