-20.0%
UNH vs RTX
+156.3%
-176.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +3.4% | +4.8% | -1.4% | +3.0% |
| 30D | +3.0% | +6.5% | -3.5% | +2.5% |
| 3M | +2.7% | -9.6% | +12.4% | +3.5% |
| 6M | +2.8% | +12.3% | -9.5% | +1.5% |
| YTD | +25.9% | +9.5% | +16.4% | +24.0% |
| 1Y | +25.8% | +15.8% | +10.0% | +22.9% |
| 3Y | -20.0% | +157.0% | -177.0% | -31.2% |
| All | -20.0% | +156.3% | -176.3% | -31.2% |
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