+208.1%
LRCX vs UNH
+33.2%
+174.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.1% | +5.1% |
| 7D | +1.9% | +1.1% | +0.8% | +1.9% |
| 30D | +0.1% | -3.8% | +3.9% | +0.1% |
| 3M | -8.5% | +0.7% | -9.2% | -8.7% |
| 6M | +38.1% | +37.9% | +0.2% | +33.1% |
| YTD | +80.1% | +21.9% | +58.1% | +68.6% |
| 1Y | +208.1% | +31.4% | +176.7% | +197.2% |
| All | +208.1% | +33.2% | +174.8% | +197.2% |
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