+27.0%
UNH vs STM
+92.4%
-65.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.1% | +7.3% | +1.3% |
| 7D | +0.6% | -6.0% | +6.6% | +0.7% |
| 30D | +8.1% | -20.9% | +29.1% | +8.9% |
| 3M | +1.1% | -15.8% | +16.8% | +1.5% |
| 6M | +11.7% | -17.0% | +28.8% | +9.1% |
| YTD | +26.5% | +76.8% | -50.3% | +6.2% |
| 1Y | +27.0% | +96.5% | -69.5% | +1.6% |
| All | +27.0% | +92.4% | -65.3% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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