-13.2%
UNH vs RTX
+161.5%
-174.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.9% |
| 7D | -1.7% | -1.6% | 0.0% | -1.5% |
| 30D | -3.8% | -11.6% | +7.7% | -3.0% |
| 3M | -4.3% | +9.2% | -13.5% | -5.0% |
| 6M | +38.6% | -4.4% | +43.0% | +39.0% |
| YTD | +20.7% | +8.9% | +11.8% | +19.2% |
| 1Y | +16.0% | +32.1% | -16.1% | +11.7% |
| All | -13.2% | +161.5% | -174.7% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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