+1,376.8%
STX vs UNH
-13.7%
+1,390.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -2.1% |
| 7D | +9.6% | -1.7% | +11.2% | +9.5% |
| 30D | +10.6% | -3.8% | +14.4% | +10.5% |
| 3M | +4.8% | -4.3% | +9.1% | +4.7% |
| 6M | +137.3% | +38.6% | +98.6% | +137.5% |
| YTD | +222.5% | +20.7% | +201.8% | +218.2% |
| 1Y | +366.2% | +16.0% | +350.2% | +358.2% |
| All | +1,376.8% | -13.7% | +1,390.5% | +1,278.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling