+228.4%
UNH vs LNG
+562.2%
-333.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | -4.5% | -4.7% | +0.1% | -3.7% |
| 30D | -6.5% | +3.8% | -10.3% | -7.3% |
| 3M | -6.0% | +16.2% | -22.1% | -8.9% |
| 6M | +33.7% | +11.7% | +22.0% | +29.8% |
| YTD | +16.4% | +44.2% | -27.8% | +7.2% |
| 1Y | +10.1% | +18.6% | -8.5% | +5.5% |
| 3Y | -16.3% | +77.4% | -93.7% | -28.0% |
| 5Y | +2.1% | +232.3% | -230.2% | -27.2% |
| All | +228.4% | +562.2% | -333.8% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 10y: compounded portfolio wealth divided by compounded LNG 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…
10y analysis · Full analysis span regression · 6 months rolling