+138,844.1%
UNH vs GSK
+1,731.5%
+137,112.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -1.6% | -1.1% | -0.5% | -1.2% |
| 30D | +6.5% | +7.8% | -1.4% | +3.4% |
| 3M | +0.8% | +0.3% | +0.5% | +0.4% |
| 6M | +6.1% | +3.4% | +2.6% | +4.2% |
| YTD | +24.5% | +5.9% | +18.6% | +20.0% |
| 1Y | +26.3% | +8.2% | +18.1% | +20.8% |
| 3Y | -20.7% | +65.3% | -86.0% | -37.4% |
| 5Y | -3.6% | +43.3% | -46.9% | -20.6% |
| 10Y | +225.1% | +102.9% | +122.2% | +133.4% |
| All | +138,844.1% | +1,731.5% | +137,112.6% | +34,078.2% |
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