-14.3%
UNH vs NWSA
+43.0%
-57.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | -3.2% | -4.8% | +1.6% | -2.4% |
| 30D | -3.5% | +3.0% | -6.4% | -3.9% |
| 3M | -4.2% | +9.3% | -13.5% | -5.8% |
| 6M | +38.3% | +23.2% | +15.1% | +33.4% |
| YTD | +19.2% | +13.3% | +5.9% | +16.5% |
| 1Y | +15.0% | +2.9% | +12.1% | +13.4% |
| All | -14.3% | +43.0% | -57.3% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 3y: compounded portfolio wealth divided by compounded NWSA 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…
3y analysis · Full analysis span regression · 6 months rolling