+137,274.2%
UNH vs LNT
+3,186.5%
+134,087.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | +1.1% | +1.0% | +0.1% | +0.7% |
| 30D | -1.5% | -1.1% | -0.4% | -1.1% |
| 3M | -0.8% | -3.6% | +2.7% | +0.5% |
| 6M | +41.8% | -2.7% | +44.5% | +42.9% |
| YTD | +23.1% | +8.0% | +15.1% | +18.7% |
| 1Y | +28.5% | +10.5% | +18.1% | +22.8% |
| 3Y | -11.8% | +49.6% | -61.3% | -27.2% |
| 5Y | +5.3% | +32.2% | -26.9% | -9.5% |
| 10Y | +247.4% | +141.8% | +105.7% | +128.8% |
| All | +137,274.2% | +3,186.5% | +134,087.7% | +32,875.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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