+3,412.8%
UNH vs GRMN
+6,622.3%
-3,209.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +1.1% | +0.2% | +1.0% | +1.1% |
| 30D | -1.5% | -11.3% | +9.8% | +0.5% |
| 3M | -0.8% | +17.7% | -18.6% | -4.1% |
| 6M | +41.8% | +14.2% | +27.6% | +37.6% |
| YTD | +23.1% | +37.0% | -14.0% | +15.3% |
| 1Y | +28.5% | +17.0% | +11.5% | +23.7% |
| 3Y | -11.8% | +183.2% | -195.0% | -29.5% |
| 5Y | +5.3% | +77.3% | -71.9% | -9.1% |
| 10Y | +247.4% | +630.9% | -383.4% | +133.9% |
| All | +3,412.8% | +6,622.3% | -3,209.5% | +1,665.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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