+20,277.7%
UNH vs LIN
+10,625.0%
+9,652.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.5% |
| 3M | -1.8% | +5.5% | -7.3% | -3.7% |
| 6M | +8.6% | +3.3% | +5.3% | +7.0% |
| YTD | +21.8% | +22.0% | -0.3% | +13.0% |
| 1Y | +25.8% | +25.7% | +0.1% | +15.5% |
| 3Y | -21.3% | +36.2% | -57.6% | -30.3% |
| 5Y | -5.3% | +66.1% | -71.4% | -22.9% |
| 10Y | +238.1% | +431.0% | -192.9% | +85.6% |
| All | +20,277.7% | +10,625.0% | +9,652.7% | +5,389.0% |
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 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