+9,929.9%
STX vs UNH
+2,487.9%
+7,441.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | +14.6% | +3.4% | +11.2% | +13.6% |
| 30D | -26.0% | +3.0% | -29.0% | -26.5% |
| 3M | -42.6% | +2.7% | -45.4% | -43.1% |
| 6M | -35.3% | +2.8% | -38.0% | -36.1% |
| YTD | +92.5% | +25.9% | +66.6% | +78.3% |
| 1Y | +102.4% | +25.8% | +76.6% | +87.3% |
| 3Y | +673.8% | -20.0% | +693.9% | +664.7% |
| 5Y | +463.1% | -2.8% | +465.9% | +416.7% |
| 10Y | +2,014.6% | +228.7% | +1,785.9% | +1,180.6% |
| All | +9,929.9% | +2,487.9% | +7,441.9% | +2,865.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling