+27.0%
UNH vs WCN
+16.1%
+11.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.5% | +0.7% |
| 7D | +0.6% | +6.7% | -6.1% | -0.6% |
| 30D | +8.1% | +24.3% | -16.2% | +3.7% |
| 3M | +1.1% | +16.1% | -15.0% | -2.2% |
| 6M | +11.7% | +19.9% | -8.2% | +7.4% |
| YTD | +26.5% | +10.1% | +16.4% | +25.1% |
| 1Y | +27.0% | +14.4% | +12.6% | +22.4% |
| All | +27.0% | +16.1% | +11.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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