+39.2%
UNH vs GLXY
+7.0%
+32.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.0% | +5.1% | -1.6% |
| 7D | -1.7% | +4.5% | -6.2% | -1.9% |
| 30D | -3.8% | +28.8% | -32.7% | -5.1% |
| 3M | -4.3% | -23.0% | +18.8% | -3.2% |
| 6M | +38.6% | +17.0% | +21.6% | +35.7% |
| YTD | +20.7% | +12.5% | +8.2% | +15.9% |
| 1Y | +16.0% | -5.4% | +21.4% | +13.5% |
| All | +39.2% | +7.0% | +32.2% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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