+9,349.5%
UNH vs STLD
+8,684.3%
+665.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | +1.1% | +3.1% | -2.1% | +0.5% |
| 30D | -3.8% | -9.0% | +5.2% | -2.3% |
| 3M | +0.7% | -12.4% | +13.1% | +2.8% |
| 6M | +37.9% | +25.5% | +12.4% | +31.5% |
| YTD | +21.9% | +43.6% | -21.7% | +13.3% |
| 1Y | +31.4% | +87.2% | -55.8% | +16.1% |
| 3Y | -11.4% | +135.2% | -146.6% | -26.1% |
| 5Y | +2.5% | +290.9% | -288.3% | -24.3% |
| 10Y | +242.9% | +1,113.5% | -870.6% | +95.8% |
| All | +9,349.5% | +8,684.3% | +665.2% | +3,503.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling