+10,249.8%
STX vs UNH
+2,473.1%
+7,776.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | +16.8% | +2.4% | +14.5% | +16.1% |
| 30D | -27.0% | +7.2% | -34.3% | -28.4% |
| 3M | -37.9% | +0.5% | -38.4% | -38.0% |
| 6M | -32.5% | +3.4% | -35.9% | -33.5% |
| YTD | +98.6% | +25.2% | +73.4% | +84.3% |
| 1Y | +93.6% | +22.7% | +70.9% | +80.4% |
| 3Y | +699.1% | -20.3% | +719.3% | +690.2% |
| 5Y | +481.0% | -3.4% | +484.4% | +434.0% |
| 10Y | +2,082.0% | +226.8% | +1,855.2% | +1,223.6% |
| All | +10,249.8% | +2,473.1% | +7,776.6% | +2,965.3% |
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 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