+1,092.8%
STX vs UNH
+1.6%
+1,091.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.4% | -2.6% |
| 7D | +8.0% | -3.2% | +11.1% | +8.2% |
| 30D | +5.1% | -3.5% | +8.6% | +5.3% |
| 3M | +5.8% | -4.2% | +9.9% | +5.9% |
| 6M | +124.9% | +38.3% | +86.6% | +119.0% |
| YTD | +213.9% | +19.2% | +194.7% | +205.5% |
| 1Y | +350.4% | +15.0% | +335.4% | +338.0% |
| 3Y | +1,314.2% | -14.5% | +1,328.7% | +1,236.2% |
| 5Y | +1,092.8% | +4.6% | +1,088.2% | +891.1% |
| All | +1,092.8% | +1.6% | +1,091.2% | +891.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling