+26.3%
UNH vs STM
+95.6%
-69.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -0.6% |
| 7D | -1.6% | +1.4% | -3.0% | -1.6% |
| 30D | +6.5% | -8.4% | +14.8% | +6.6% |
| 3M | +0.8% | -15.8% | +16.6% | +1.3% |
| 6M | +6.1% | -22.8% | +28.9% | +4.8% |
| YTD | +24.5% | +79.4% | -54.9% | +4.0% |
| 1Y | +26.3% | +97.0% | -70.6% | +0.6% |
| All | +26.3% | +95.6% | -69.2% | +0.6% |
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