-7.1%
UNH vs IWD
+69.5%
-76.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -3.2% | -0.5% | -2.7% | -2.9% |
| 30D | +4.8% | +2.7% | +2.2% | +3.2% |
| 3M | -1.8% | +0.9% | -2.7% | -2.3% |
| 6M | +8.6% | +10.5% | -2.0% | +2.0% |
| YTD | +21.8% | +23.7% | -1.9% | +6.6% |
| 1Y | +25.8% | +28.7% | -2.9% | +7.6% |
| 3Y | -21.3% | +79.7% | -101.0% | -45.1% |
| All | -7.1% | +69.5% | -76.6% | -32.6% |
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