+6,763.8%
UNH vs WCC
+1,713.7%
+5,050.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -1.5% |
| 7D | +1.1% | +4.5% | -3.4% | +0.4% |
| 30D | -3.8% | -5.8% | +2.0% | -3.0% |
| 3M | +0.7% | -3.7% | +4.4% | +0.8% |
| 6M | +37.9% | +23.1% | +14.8% | +32.2% |
| YTD | +21.9% | +44.2% | -22.2% | +14.0% |
| 1Y | +31.4% | +62.1% | -30.7% | +20.2% |
| 3Y | -11.4% | +121.1% | -132.5% | -25.4% |
| 5Y | +2.5% | +214.0% | -211.4% | -21.1% |
| 10Y | +242.9% | +472.8% | -229.9% | +121.1% |
| All | +6,763.8% | +1,713.7% | +5,050.1% | +3,402.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling