+20,306.7%
UNH vs LIN
+9,840.7%
+10,466.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.6% |
| 7D | +1.1% | -2.1% | +3.2% | +1.8% |
| 30D | -3.8% | -2.4% | -1.4% | -3.0% |
| 3M | +0.7% | -5.6% | +6.3% | +2.6% |
| 6M | +37.9% | -3.4% | +41.3% | +39.0% |
| YTD | +21.9% | +13.1% | +8.8% | +16.3% |
| 1Y | +31.4% | +2.5% | +28.9% | +29.7% |
| 3Y | -11.4% | +27.6% | -39.0% | -19.7% |
| 5Y | +2.5% | +63.0% | -60.5% | -15.9% |
| 10Y | +242.9% | +359.3% | -116.4% | +97.7% |
| All | +20,306.7% | +9,840.7% | +10,466.0% | +5,549.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling