-1.1%
UNH vs WCC
+139.9%
-141.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.2% | +0.7% |
| 7D | +3.4% | +9.9% | -6.6% | +2.7% |
| 30D | +3.0% | -8.4% | +11.4% | +3.4% |
| 3M | +2.7% | -10.3% | +13.1% | +3.2% |
| 6M | +2.8% | -10.5% | +13.3% | +3.0% |
| YTD | +25.9% | +32.2% | -6.3% | +22.1% |
| 1Y | +25.8% | +25.5% | +0.3% | +22.4% |
| 3Y | -20.0% | +134.7% | -154.7% | -27.0% |
| All | -1.1% | +139.9% | -141.0% | -12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling