+5.3%
UNH vs CDW
-22.8%
+28.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.2% | +6.1% | +1.6% |
| 7D | +1.1% | -3.9% | +5.0% | +1.6% |
| 30D | -1.5% | +6.9% | -8.4% | -2.6% |
| 3M | -0.8% | +7.7% | -8.5% | -2.4% |
| 6M | +41.8% | +18.3% | +23.5% | +36.5% |
| YTD | +23.1% | +7.8% | +15.3% | +20.0% |
| 1Y | +28.5% | -12.2% | +40.7% | +29.9% |
| 3Y | -11.8% | -28.9% | +17.2% | -8.5% |
| 5Y | +5.3% | -22.8% | +28.1% | +2.9% |
| All | +5.3% | -22.8% | +28.1% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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