+243.2%
UNH vs HWM
+1,272.7%
-1,029.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +2.4% | +11.1% | -8.8% | +0.4% |
| 30D | +7.2% | +3.0% | +4.3% | +6.3% |
| 3M | +0.5% | -20.7% | +21.2% | +4.4% |
| 6M | +3.4% | -17.2% | +20.6% | +6.2% |
| YTD | +25.2% | +9.1% | +16.1% | +21.2% |
| 1Y | +22.7% | +9.0% | +13.6% | +18.7% |
| 3Y | -20.3% | +353.8% | -374.1% | -44.5% |
| 5Y | -3.4% | +608.0% | -611.4% | -40.0% |
| 10Y | +226.8% | +1,510.3% | -1,283.5% | +61.1% |
| All | +243.2% | +1,272.7% | -1,029.5% | +69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling