+3,589.6%
UNH vs GPN
+2,494.3%
+1,095.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -4.5% | -4.3% | -0.2% | -3.4% |
| 30D | -6.5% | 0.0% | -6.5% | -6.7% |
| 3M | -6.0% | +35.8% | -41.8% | -14.2% |
| 6M | +33.7% | +22.0% | +11.7% | +24.8% |
| YTD | +16.4% | +15.2% | +1.2% | +9.6% |
| 1Y | +10.1% | +3.5% | +6.6% | +6.7% |
| 3Y | -16.3% | -26.9% | +10.6% | -12.6% |
| 5Y | +2.1% | -44.2% | +46.3% | +11.0% |
| 10Y | +233.1% | +27.3% | +205.7% | +184.0% |
| All | +3,589.6% | +2,494.3% | +1,095.3% | +1,756.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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