+131.9%
LITE vs UNH
+28.6%
+103.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -1.6% |
| 7D | -13.9% | +0.2% | -14.1% | -13.9% |
| 30D | -46.9% | +6.8% | -53.7% | -46.3% |
| 3M | -28.0% | -0.3% | -27.7% | -27.8% |
| 6M | -35.2% | +7.9% | -43.1% | -34.0% |
| YTD | +58.9% | +25.1% | +33.7% | +57.2% |
| All | +131.9% | +28.6% | +103.3% | +130.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling