+361.6%
LRCX vs UNH
-16.8%
+378.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.4% | 0.0% |
| 7D | -3.1% | -4.5% | +1.5% | -3.2% |
| 30D | -8.6% | -6.5% | -2.0% | -8.7% |
| 3M | -17.7% | -6.0% | -11.7% | -17.8% |
| 6M | +36.4% | +33.7% | +2.7% | +36.4% |
| YTD | +74.5% | +16.4% | +58.2% | +73.2% |
| 1Y | +159.4% | +10.1% | +149.4% | +157.2% |
| 3Y | +361.6% | -16.3% | +377.9% | +358.5% |
| All | +361.6% | -16.8% | +378.3% | +358.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling