-3.4%
UNH vs LDOS
+51.2%
-54.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.9% |
| 7D | +2.4% | -3.5% | +5.8% | +3.0% |
| 30D | +7.2% | +9.5% | -2.3% | +5.5% |
| 3M | +0.5% | -6.3% | +6.8% | +1.3% |
| 6M | +3.4% | +2.8% | +0.6% | +2.4% |
| YTD | +25.2% | -26.6% | +51.8% | +32.3% |
| 1Y | +22.7% | -31.3% | +54.0% | +31.6% |
| 3Y | -20.3% | +30.9% | -51.2% | -27.9% |
| 5Y | -3.4% | +49.4% | -52.8% | -13.5% |
| All | -3.4% | +51.2% | -54.6% | -13.5% |
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