+129.4%
LITE vs UNH
+27.6%
+101.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.9% | +9.8% | +10.8% |
| 7D | -12.9% | -0.7% | -12.2% | -12.9% |
| 30D | -46.0% | +4.8% | -50.8% | -45.4% |
| 3M | -33.0% | -1.7% | -31.3% | -33.0% |
| 6M | -34.0% | +5.9% | -39.9% | -32.9% |
| YTD | +61.7% | +22.8% | +38.9% | +60.3% |
| All | +129.4% | +27.6% | +101.8% | +130.2% |
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