+159.4%
LRCX vs UNH
+11.5%
+147.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.4% | +0.1% |
| 7D | -3.1% | -4.5% | +1.5% | -3.1% |
| 30D | -8.6% | -6.5% | -2.0% | -8.6% |
| 3M | -17.7% | -6.0% | -11.7% | -17.8% |
| 6M | +36.4% | +33.7% | +2.7% | +31.6% |
| YTD | +74.5% | +16.4% | +58.2% | +62.5% |
| 1Y | +159.4% | +10.1% | +149.4% | +156.2% |
| All | +159.4% | +11.5% | +147.9% | +156.2% |
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