+24.0%
UNH vs GSK
+12.1%
+11.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -3.1% |
| 7D | -3.7% | +3.6% | -7.3% | -4.1% |
| 30D | +5.2% | +8.2% | -3.0% | +4.2% |
| 3M | -3.5% | -1.2% | -2.4% | -3.8% |
| 6M | +10.0% | +1.9% | +8.2% | +9.6% |
| YTD | +22.2% | +5.5% | +16.7% | +17.8% |
| 1Y | +24.0% | +11.8% | +12.2% | +14.3% |
| All | +24.0% | +12.1% | +11.9% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1y: compounded portfolio wealth divided by compounded GSK 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…
1y analysis · Full analysis span regression · 6 months rolling