-11.8%
UNH vs LTH
+159.1%
-170.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.0% |
| 7D | +1.1% | +1.5% | -0.4% | +1.1% |
| 30D | -1.5% | -3.1% | +1.5% | -1.4% |
| 3M | -0.8% | +28.1% | -29.0% | -2.2% |
| 6M | +41.8% | +67.4% | -25.6% | +37.6% |
| YTD | +23.1% | +59.8% | -36.7% | +19.8% |
| 1Y | +28.5% | +45.6% | -17.1% | +25.4% |
| 3Y | -11.8% | +162.0% | -173.8% | -12.7% |
| All | -11.8% | +159.1% | -170.9% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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