+20,358.9%
UNH vs LIN
+10,749.5%
+9,609.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.7% | -3.1% |
| 7D | -3.7% | +3.6% | -7.3% | -4.9% |
| 30D | +5.2% | +6.4% | -1.2% | +2.9% |
| 3M | -3.5% | +6.5% | -10.0% | -5.7% |
| 6M | +10.0% | +4.9% | +5.2% | +7.9% |
| YTD | +22.2% | +23.4% | -1.2% | +13.0% |
| 1Y | +24.0% | +26.3% | -2.4% | +13.6% |
| 3Y | -20.6% | +38.0% | -58.6% | -30.0% |
| 5Y | -5.0% | +68.0% | -73.0% | -22.9% |
| 10Y | +239.4% | +437.1% | -197.7% | +85.6% |
| All | +20,358.9% | +10,749.5% | +9,609.4% | +5,388.9% |
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