+129,820.1%
UNH vs STT
+7,339.9%
+122,480.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.7% |
| 7D | -4.5% | -0.4% | -4.1% | -4.4% |
| 30D | -6.5% | +1.7% | -8.3% | -7.0% |
| 3M | -6.0% | +17.9% | -23.9% | -10.3% |
| 6M | +33.7% | +55.3% | -21.6% | +18.1% |
| YTD | +16.4% | +52.7% | -36.3% | +3.2% |
| 1Y | +10.1% | +75.7% | -65.6% | -6.1% |
| 3Y | -16.3% | +197.9% | -214.2% | -39.5% |
| 5Y | +2.1% | +158.8% | -156.7% | -25.9% |
| 10Y | +233.1% | +269.3% | -36.2% | +109.0% |
| All | +129,820.1% | +7,339.9% | +122,480.2% | +19,828.5% |
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