+9,286.1%
UNH vs LNG
+1,108.4%
+8,177.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -1.7% | -6.7% | +5.1% | -1.4% |
| 30D | -3.8% | +3.9% | -7.7% | -4.0% |
| 3M | -4.3% | +15.5% | -19.8% | -4.8% |
| 6M | +38.6% | +10.5% | +28.1% | +38.0% |
| YTD | +20.7% | +43.0% | -22.3% | +19.2% |
| 1Y | +16.0% | +18.9% | -2.9% | +15.2% |
| 3Y | -13.5% | +74.7% | -88.1% | -15.3% |
| 5Y | +3.5% | +231.2% | -227.7% | -1.0% |
| 10Y | +245.3% | +544.5% | -299.2% | +222.0% |
| All | +9,286.1% | +1,108.4% | +8,177.7% | +7,559.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling