+5.3%
UNH vs IWD
+73.8%
-68.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.4% |
| 7D | +1.1% | -0.2% | +1.3% | +1.2% |
| 30D | -1.5% | -0.8% | -0.7% | -1.0% |
| 3M | -0.8% | +8.0% | -8.9% | -5.6% |
| 6M | +41.8% | +18.2% | +23.6% | +27.4% |
| YTD | +23.1% | +22.3% | +0.7% | +8.2% |
| 1Y | +28.5% | +28.9% | -0.4% | +9.6% |
| 3Y | -11.8% | +71.5% | -83.3% | -37.1% |
| 5Y | +5.3% | +73.6% | -68.3% | -26.2% |
| All | +5.3% | +73.8% | -68.5% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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