-11.8%
UNH vs STT
+203.8%
-215.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.2% | +1.1% |
| 7D | +1.1% | +2.2% | -1.0% | +0.8% |
| 30D | -1.5% | +3.9% | -5.4% | -2.1% |
| 3M | -0.8% | +19.2% | -20.0% | -3.3% |
| 6M | +41.8% | +60.4% | -18.6% | +32.7% |
| YTD | +23.1% | +51.5% | -28.4% | +16.0% |
| 1Y | +28.5% | +76.3% | -47.8% | +19.6% |
| 3Y | -11.8% | +200.7% | -212.5% | -21.2% |
| All | -11.8% | +203.8% | -215.6% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 3y: compounded portfolio wealth divided by compounded STT 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…
3y analysis · Full analysis span regression · 6 months rolling