+140,402.7%
UNH vs RTX
+10,413.0%
+129,989.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | +3.4% | +4.8% | -1.4% | +1.5% |
| 30D | +3.0% | +6.5% | -3.5% | +0.3% |
| 3M | +2.7% | -9.6% | +12.4% | +6.5% |
| 6M | +2.8% | +12.3% | -9.5% | -2.6% |
| YTD | +25.9% | +9.5% | +16.4% | +19.4% |
| 1Y | +25.8% | +15.8% | +10.0% | +16.5% |
| 3Y | -20.0% | +157.0% | -177.0% | -47.5% |
| 5Y | -2.8% | +148.8% | -151.6% | -36.6% |
| 10Y | +228.7% | +264.0% | -35.3% | +74.3% |
| All | +140,402.7% | +10,413.0% | +129,989.7% | +20,368.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling