+3,068.2%
LITE vs UNH
+291.3%
+2,776.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +5.8% |
| 7D | -35.9% | -3.2% | -32.8% | -35.3% |
| 30D | -51.5% | +4.8% | -56.4% | -52.0% |
| 3M | -35.7% | -1.8% | -33.9% | -35.5% |
| 6M | -43.0% | +8.6% | -51.6% | -44.2% |
| YTD | +46.1% | +21.8% | +24.4% | +36.7% |
| 1Y | +124.7% | +25.8% | +98.9% | +107.9% |
| 3Y | +1,172.1% | -21.3% | +1,193.4% | +1,177.9% |
| 5Y | +477.0% | -5.3% | +482.4% | +422.0% |
| 10Y | +1,465.7% | +238.1% | +1,227.6% | +882.6% |
| All | +3,068.2% | +291.3% | +2,776.9% | +1,904.6% |
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