+216.1%
UNH vs LIN
+424.2%
-208.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.2% |
| 7D | +3.4% | +2.1% | +1.3% | +2.3% |
| 30D | +3.0% | +6.8% | -3.8% | -0.3% |
| 3M | +2.7% | +10.4% | -7.6% | -2.2% |
| 6M | +2.8% | +3.2% | -0.4% | +0.8% |
| YTD | +25.9% | +24.6% | +1.3% | +11.8% |
| 1Y | +25.8% | +24.4% | +1.4% | +11.8% |
| 3Y | -20.0% | +36.7% | -56.8% | -33.2% |
| 5Y | -2.8% | +67.0% | -69.9% | -29.0% |
| All | +216.1% | +424.2% | -208.1% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling