+865.9%
UNH vs WBD
+288.3%
+577.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -1.7% | -1.7% | 0.0% | -1.4% |
| 30D | -3.8% | +3.9% | -7.7% | -4.5% |
| 3M | -4.3% | +5.1% | -9.4% | -5.2% |
| 6M | +38.6% | +0.6% | +38.0% | +38.3% |
| YTD | +20.7% | -3.2% | +23.8% | +21.2% |
| 1Y | +16.0% | +127.7% | -111.7% | -1.8% |
| 3Y | -13.5% | +146.6% | -160.0% | -31.8% |
| 5Y | +3.5% | +4.2% | -0.7% | -7.9% |
| 10Y | +245.3% | +13.7% | +231.7% | +162.2% |
| All | +865.9% | +288.3% | +577.6% | +314.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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