+27.0%
UNH vs WAT
+32.9%
-5.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.0% |
| 7D | +0.6% | -1.9% | +2.5% | +0.8% |
| 30D | +8.1% | +6.2% | +1.9% | +7.4% |
| 3M | +1.1% | +18.1% | -17.0% | -0.6% |
| 6M | +11.7% | +54.9% | -43.2% | +6.3% |
| YTD | +26.5% | +23.1% | +3.4% | +24.6% |
| 1Y | +27.0% | +27.3% | -0.3% | +22.1% |
| All | +27.0% | +32.9% | -5.9% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling