+5.3%
UNH vs HWM
+655.8%
-650.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -10.7% | +11.6% | +2.2% |
| 7D | +1.1% | -9.2% | +10.3% | +2.2% |
| 30D | -1.5% | -17.9% | +16.3% | +0.7% |
| 3M | -0.8% | -6.0% | +5.2% | -0.5% |
| 6M | +41.8% | -7.4% | +49.2% | +42.2% |
| YTD | +23.1% | +13.1% | +10.0% | +19.9% |
| 1Y | +28.5% | +29.3% | -0.8% | +22.8% |
| 3Y | -11.8% | +389.9% | -401.7% | -35.5% |
| 5Y | +5.3% | +655.5% | -650.2% | -30.5% |
| All | +5.3% | +655.8% | -650.4% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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