+28.5%
UNH vs LII
-32.7%
+61.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.1% |
| 7D | +1.1% | +2.1% | -1.0% | +0.9% |
| 30D | -1.5% | -12.4% | +10.9% | 0.0% |
| 3M | -0.8% | -24.8% | +24.0% | +1.9% |
| 6M | +41.8% | -25.2% | +67.0% | +45.8% |
| YTD | +23.1% | -20.3% | +43.3% | +24.8% |
| 1Y | +28.5% | -32.9% | +61.5% | +26.7% |
| All | +28.5% | -32.7% | +61.3% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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