+140,402.7%
UNH vs STT
+6,607.8%
+133,795.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +3.4% | +4.8% | -1.4% | +2.1% |
| 30D | +3.0% | +3.9% | -0.9% | +1.9% |
| 3M | +2.7% | -8.2% | +10.9% | +5.0% |
| 6M | +2.8% | +15.6% | -12.8% | -1.6% |
| YTD | +25.9% | +37.6% | -11.8% | +14.6% |
| 1Y | +25.8% | +50.1% | -24.3% | +11.8% |
| 3Y | -20.0% | +183.1% | -203.1% | -41.4% |
| 5Y | -2.8% | +104.8% | -107.7% | -24.8% |
| 10Y | +228.7% | +201.9% | +26.8% | +117.6% |
| All | +140,402.7% | +6,607.8% | +133,795.0% | +22,039.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling