+504.0%
STX vs UNH
-4.1%
+508.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.5% | +10.5% | +10.0% |
| 7D | -1.0% | -1.6% | +0.6% | -0.8% |
| 30D | -26.8% | +6.5% | -33.2% | -27.0% |
| 3M | -32.7% | +0.8% | -33.5% | -32.7% |
| 6M | -33.7% | +6.1% | -39.8% | -34.1% |
| YTD | +101.0% | +24.5% | +76.5% | +95.4% |
| 1Y | +92.7% | +26.3% | +66.4% | +87.4% |
| 3Y | +708.7% | -20.7% | +729.4% | +695.8% |
| 5Y | +504.0% | -3.6% | +507.6% | +419.1% |
| All | +504.0% | -4.1% | +508.1% | +419.1% |
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