+708.1%
STX vs UNH
-20.7%
+728.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.5% | +10.5% | +10.0% |
| 7D | -1.0% | -1.6% | +0.6% | -1.0% |
| 30D | -26.8% | +6.5% | -33.2% | -26.6% |
| 3M | -32.7% | +0.8% | -33.5% | -32.6% |
| 6M | -33.7% | +6.1% | -39.8% | -33.7% |
| YTD | +101.0% | +24.5% | +76.5% | +98.5% |
| 1Y | +92.7% | +26.3% | +66.4% | +90.8% |
| All | +708.1% | -20.7% | +728.9% | +667.3% |
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