-3.6%
UNH vs STT
+109.1%
-112.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -1.6% | +0.4% | -2.0% | -1.6% |
| 30D | +6.5% | -0.4% | +6.9% | +6.5% |
| 3M | +0.8% | -6.5% | +7.3% | +1.8% |
| 6M | +6.1% | +17.2% | -11.1% | +3.2% |
| YTD | +24.5% | +38.2% | -13.7% | +17.9% |
| 1Y | +26.3% | +49.3% | -23.0% | +18.3% |
| 3Y | -20.7% | +181.9% | -202.6% | -33.2% |
| 5Y | -3.6% | +106.9% | -110.5% | -18.3% |
| All | -3.6% | +109.1% | -112.7% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling