+1,533.3%
LITE vs UNH
+236.6%
+1,296.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.9% | +9.8% | +10.5% |
| 7D | -12.9% | -0.7% | -12.2% | -12.6% |
| 30D | -46.0% | +4.8% | -50.8% | -46.6% |
| 3M | -33.0% | -1.7% | -31.3% | -32.8% |
| 6M | -34.0% | +5.9% | -39.9% | -35.2% |
| YTD | +61.7% | +22.8% | +38.9% | +50.6% |
| 1Y | +148.3% | +25.9% | +122.4% | +128.9% |
| 3Y | +1,408.5% | -21.4% | +1,429.9% | +1,420.1% |
| 5Y | +546.2% | -6.3% | +552.4% | +481.3% |
| 10Y | +1,533.3% | +231.0% | +1,302.3% | +1,031.4% |
| All | +1,533.3% | +236.6% | +1,296.7% | +1,031.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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