-6.7%
UNH vs LDOS
+49.1%
-55.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | 0.0% |
| 7D | -3.2% | -7.2% | +4.1% | -2.0% |
| 30D | +4.8% | +16.8% | -12.0% | +2.0% |
| 3M | -1.8% | -1.6% | -0.2% | -1.9% |
| 6M | +8.6% | -1.0% | +9.6% | +8.4% |
| YTD | +21.8% | -25.8% | +47.5% | +28.4% |
| 1Y | +25.8% | -31.1% | +56.9% | +34.9% |
| 3Y | -21.3% | +32.8% | -54.1% | -29.0% |
| All | -6.7% | +49.1% | -55.9% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling