+123.8%
STX vs UNH
+28.3%
+95.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.2% | -9.4% | -8.3% |
| 7D | -20.2% | +0.6% | -20.7% | -20.2% |
| 30D | -37.2% | +8.1% | -45.3% | -38.1% |
| 3M | -34.1% | +1.1% | -35.1% | -34.1% |
| 6M | -24.5% | +11.7% | -36.2% | -27.3% |
| YTD | +102.9% | +26.5% | +76.5% | +74.6% |
| 1Y | +123.8% | +27.0% | +96.8% | +92.0% |
| All | +123.8% | +28.3% | +95.5% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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