-16.3%
UNH vs LOW
-10.2%
-6.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | -3.7% | -0.8% | -4.0% |
| 30D | -6.5% | -8.9% | +2.3% | -5.3% |
| 3M | -6.0% | -10.4% | +4.4% | -4.6% |
| 6M | +33.7% | -19.4% | +53.1% | +37.7% |
| YTD | +16.4% | -17.1% | +33.5% | +18.9% |
| 1Y | +10.1% | -26.3% | +36.3% | +14.6% |
| 3Y | -16.3% | -9.9% | -6.4% | -12.9% |
| All | -16.3% | -10.2% | -6.1% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling