+132,969.6%
UNH vs LHX
+7,852.8%
+125,116.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -3.2% | -4.8% | +1.6% | -1.9% |
| 30D | -3.5% | -12.7% | +9.3% | +0.1% |
| 3M | -4.2% | -17.6% | +13.5% | +0.4% |
| 6M | +38.3% | -30.7% | +69.0% | +51.5% |
| YTD | +19.2% | -14.3% | +33.6% | +22.9% |
| 1Y | +15.0% | -8.4% | +23.4% | +16.1% |
| 3Y | -14.5% | +56.7% | -71.2% | -26.2% |
| 5Y | +4.6% | +18.5% | -13.9% | -4.0% |
| 10Y | +241.1% | +229.6% | +11.6% | +137.2% |
| All | +132,969.6% | +7,852.8% | +125,116.8% | +34,568.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 all: compounded portfolio wealth divided by compounded LHX 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…
all analysis · Full analysis span regression · 6 months rolling