-14.3%
UNH vs WCC
+121.8%
-136.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.1% |
| 7D | -3.2% | +1.7% | -4.8% | -3.2% |
| 30D | -3.5% | -6.1% | +2.6% | -3.2% |
| 3M | -4.2% | +3.1% | -7.2% | -4.5% |
| 6M | +38.3% | +28.2% | +10.1% | +35.6% |
| YTD | +19.2% | +41.1% | -21.9% | +16.4% |
| 1Y | +15.0% | +61.3% | -46.3% | +11.6% |
| All | -14.3% | +121.8% | -136.1% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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