+4.6%
UNH vs LOW
+5.8%
-1.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | -3.2% | -2.6% | -0.5% | -2.7% |
| 30D | -3.5% | -11.1% | +7.7% | -1.4% |
| 3M | -4.2% | -8.5% | +4.3% | -2.8% |
| 6M | +38.3% | -20.8% | +59.2% | +44.0% |
| YTD | +19.2% | -17.2% | +36.4% | +22.7% |
| 1Y | +15.0% | -24.7% | +39.7% | +20.6% |
| 3Y | -14.5% | -9.7% | -4.8% | -14.0% |
| 5Y | +4.6% | +6.0% | -1.4% | -6.7% |
| All | +4.6% | +5.8% | -1.2% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling