+228.4%
UNH vs LOW
+233.5%
-5.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | -3.7% | -0.8% | -3.3% |
| 30D | -6.5% | -8.9% | +2.3% | -3.7% |
| 3M | -6.0% | -10.4% | +4.4% | -2.9% |
| 6M | +33.7% | -19.4% | +53.1% | +42.5% |
| YTD | +16.4% | -17.1% | +33.5% | +22.4% |
| 1Y | +10.1% | -26.3% | +36.3% | +20.5% |
| 3Y | -16.3% | -9.9% | -6.4% | -16.3% |
| 5Y | +2.1% | +6.1% | -4.0% | -7.2% |
| All | +228.4% | +233.5% | -5.1% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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