+10.1%
UNH vs LOW
-25.0%
+35.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | -3.7% | -0.8% | -4.2% |
| 30D | -6.5% | -8.9% | +2.3% | -5.6% |
| 3M | -6.0% | -10.4% | +4.4% | -4.9% |
| 6M | +33.7% | -19.4% | +53.1% | +37.4% |
| YTD | +16.4% | -17.1% | +33.5% | +16.5% |
| 1Y | +10.1% | -26.3% | +36.3% | +4.0% |
| All | +10.1% | -25.0% | +35.1% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling