+28.5%
UNH vs STLD
+80.8%
-52.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.7% | +1.0% |
| 7D | +1.1% | +2.7% | -1.5% | +0.7% |
| 30D | -1.5% | -8.4% | +6.9% | -0.4% |
| 3M | -0.8% | -9.9% | +9.0% | +0.5% |
| 6M | +41.8% | +33.0% | +8.8% | +33.6% |
| YTD | +23.1% | +42.6% | -19.5% | +14.2% |
| 1Y | +28.5% | +80.8% | -52.2% | +24.6% |
| All | +28.5% | +80.8% | -52.3% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 1y: compounded portfolio wealth divided by compounded STLD 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…
1y analysis · Full analysis span regression · 6 months rolling