-6.7%
UNH vs LIN
+64.4%
-71.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.8% | 0.0% |
| 7D | -3.2% | +0.2% | -3.3% | -3.2% |
| 30D | +4.8% | +6.5% | -1.6% | +2.7% |
| 3M | -1.8% | +5.5% | -7.3% | -3.6% |
| 6M | +8.6% | +3.3% | +5.3% | +7.2% |
| YTD | +21.8% | +22.0% | -0.3% | +13.1% |
| 1Y | +25.8% | +25.7% | +0.1% | +15.7% |
| 3Y | -21.3% | +36.2% | -57.6% | -30.1% |
| All | -6.7% | +64.4% | -71.2% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling