+26.3%
UNH vs LDOS
-31.1%
+57.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.5% |
| 7D | -1.6% | -1.3% | -0.3% | -1.5% |
| 30D | +6.5% | +10.1% | -3.7% | +6.0% |
| 3M | +0.8% | -4.7% | +5.5% | +0.7% |
| 6M | +6.1% | +5.6% | +0.5% | +6.6% |
| YTD | +24.5% | -25.1% | +49.6% | +28.3% |
| 1Y | +26.3% | -31.7% | +58.0% | +32.4% |
| All | +26.3% | -31.1% | +57.4% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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