+4.6%
UNH vs WCN
+25.5%
-20.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | -3.2% | -4.4% | +1.3% | -1.9% |
| 30D | -3.5% | -4.4% | +1.0% | -2.2% |
| 3M | -4.2% | +0.5% | -4.6% | -4.6% |
| 6M | +38.3% | -3.3% | +41.6% | +39.0% |
| YTD | +19.2% | -8.5% | +27.7% | +21.8% |
| 1Y | +15.0% | -8.9% | +23.9% | +17.5% |
| 3Y | -14.5% | +18.0% | -32.6% | -22.3% |
| 5Y | +4.6% | +25.0% | -20.5% | -9.9% |
| All | +4.6% | +25.5% | -20.9% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling