+22.6%
UNH vs GRAB
-74.3%
+97.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.4% |
| 7D | -4.5% | -10.8% | +6.3% | -4.3% |
| 30D | -6.5% | -15.5% | +9.0% | -6.2% |
| 3M | -6.0% | -9.0% | +3.0% | -5.8% |
| 6M | +33.7% | -21.6% | +55.3% | +34.3% |
| YTD | +16.4% | -38.9% | +55.3% | +17.6% |
| 1Y | +10.1% | -44.8% | +54.9% | +11.5% |
| 3Y | -16.3% | -18.4% | +2.1% | -16.1% |
| 5Y | +2.1% | -71.6% | +73.7% | +2.0% |
| All | +22.6% | -74.3% | +97.0% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 10y: compounded portfolio wealth divided by compounded GRAB 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…
10y analysis · Full analysis span regression · 6 months rolling