+10.1%
UNH vs LEN
-41.0%
+51.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.5% | -2.5% |
| 7D | -4.5% | -4.8% | +0.2% | -4.1% |
| 30D | -6.5% | -6.6% | 0.0% | -6.0% |
| 3M | -6.0% | -15.7% | +9.7% | -4.5% |
| 6M | +33.7% | -16.6% | +50.3% | +36.3% |
| YTD | +16.4% | -21.3% | +37.7% | +17.6% |
| 1Y | +10.1% | -42.0% | +52.1% | +18.1% |
| All | +10.1% | -41.0% | +51.0% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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