+137,274.1%
UNH vs GSK
+1,657.0%
+135,617.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.9% |
| 7D | +1.1% | -4.2% | +5.3% | +2.7% |
| 30D | -1.5% | -7.5% | +6.0% | +1.2% |
| 3M | -0.8% | -3.3% | +2.4% | 0.0% |
| 6M | +41.8% | -9.3% | +51.1% | +46.1% |
| YTD | +23.1% | +1.6% | +21.5% | +20.6% |
| 1Y | +28.5% | +25.5% | +3.0% | +15.6% |
| 3Y | -11.8% | +49.3% | -61.0% | -27.5% |
| 5Y | +5.3% | +46.7% | -41.3% | -14.1% |
| 10Y | +247.4% | +76.8% | +170.6% | +162.7% |
| All | +137,274.1% | +1,657.0% | +135,617.1% | +34,265.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling