+5,083.9%
LITE vs UNH
+291.8%
+4,792.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.2% |
| 7D | -1.5% | +1.1% | -2.6% | -1.8% |
| 30D | +6.7% | -3.8% | +10.4% | +7.5% |
| 3M | -6.8% | +0.7% | -7.5% | -7.2% |
| 6M | +29.4% | +37.9% | -8.4% | +19.4% |
| YTD | +139.1% | +21.9% | +117.2% | +123.8% |
| 1Y | +521.0% | +31.4% | +489.6% | +466.2% |
| 3Y | +1,535.3% | -11.4% | +1,546.7% | +1,463.2% |
| 5Y | +889.8% | +2.5% | +887.3% | +762.6% |
| 10Y | +2,400.7% | +242.9% | +2,157.9% | +1,469.1% |
| All | +5,083.9% | +291.8% | +4,792.0% | +3,180.9% |
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