+137,274.1%
UNH vs LOW
+34,691.1%
+102,583.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.4% |
| 7D | +1.1% | +0.4% | +0.8% | +1.0% |
| 30D | -1.5% | -10.1% | +8.6% | +1.2% |
| 3M | -0.8% | -2.9% | +2.0% | -0.4% |
| 6M | +41.8% | -19.4% | +61.2% | +49.2% |
| YTD | +23.1% | -15.4% | +38.5% | +27.5% |
| 1Y | +28.5% | -24.9% | +53.5% | +37.4% |
| 3Y | -11.8% | -7.8% | -3.9% | -12.0% |
| 5Y | +5.3% | +8.4% | -3.0% | -1.3% |
| 10Y | +247.4% | +226.8% | +20.7% | +135.1% |
| All | +137,274.1% | +34,691.1% | +102,583.1% | +21,450.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling