+3,574.4%
LITE vs UNH
+302.2%
+3,272.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -3.7% |
| 7D | +22.6% | +2.4% | +20.2% | +21.9% |
| 30D | -36.8% | +7.2% | -44.0% | -37.8% |
| 3M | -33.0% | +0.5% | -33.5% | -33.2% |
| 6M | -37.1% | +3.4% | -40.5% | -37.8% |
| YTD | +69.5% | +25.2% | +44.3% | +57.6% |
| 1Y | +146.1% | +22.7% | +123.4% | +129.7% |
| 3Y | +1,440.8% | -20.3% | +1,461.1% | +1,447.8% |
| 5Y | +580.4% | -3.4% | +583.8% | +513.9% |
| 10Y | +1,606.7% | +226.8% | +1,379.9% | +969.5% |
| All | +3,574.4% | +302.2% | +3,272.3% | +2,210.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling