+4.6%
UNH vs RTX
+162.0%
-157.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -3.2% | -2.0% | -1.2% | -2.8% |
| 30D | -3.5% | -11.2% | +7.7% | -1.3% |
| 3M | -4.2% | +12.0% | -16.2% | -6.6% |
| 6M | +38.3% | -3.6% | +41.9% | +38.9% |
| YTD | +19.2% | +9.2% | +10.0% | +16.1% |
| 1Y | +15.0% | +29.7% | -14.8% | +7.1% |
| 3Y | -14.5% | +152.0% | -166.5% | -35.2% |
| 5Y | +4.6% | +165.8% | -161.2% | -23.0% |
| All | +4.6% | +162.0% | -157.5% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling