-21.0%
UNH vs LIN
+38.0%
-59.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.7% | -3.1% |
| 7D | -3.7% | +3.6% | -7.3% | -4.7% |
| 30D | +5.2% | +6.4% | -1.2% | +3.2% |
| 3M | -3.5% | +6.5% | -10.0% | -5.3% |
| 6M | +10.0% | +4.9% | +5.2% | +8.3% |
| YTD | +22.2% | +23.4% | -1.2% | +13.3% |
| 1Y | +24.0% | +26.3% | -2.4% | +13.9% |
| All | -21.0% | +38.0% | -59.0% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling