-16.3%
UNH vs LNG
+74.6%
-90.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | -4.5% | -4.7% | +0.1% | -4.3% |
| 30D | -6.5% | +3.8% | -10.3% | -6.8% |
| 3M | -6.0% | +16.2% | -22.1% | -7.2% |
| 6M | +33.7% | +11.7% | +22.0% | +31.7% |
| YTD | +16.4% | +44.2% | -27.8% | +12.1% |
| 1Y | +10.1% | +18.6% | -8.5% | +7.8% |
| 3Y | -16.3% | +77.4% | -93.7% | -26.7% |
| All | -16.3% | +74.6% | -90.9% | -26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling