+6,221.5%
UNH vs WCN
+6,767.3%
-545.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +1.2% |
| 7D | +1.1% | -0.4% | +1.6% | +1.3% |
| 30D | -1.5% | -2.1% | +0.6% | -1.0% |
| 3M | -0.8% | +6.4% | -7.2% | -2.6% |
| 6M | +41.8% | -3.7% | +45.5% | +42.6% |
| YTD | +23.1% | -6.4% | +29.4% | +24.5% |
| 1Y | +28.5% | -7.9% | +36.5% | +30.4% |
| 3Y | -11.8% | +20.8% | -32.6% | -17.2% |
| 5Y | +5.3% | +29.0% | -23.6% | -3.1% |
| 10Y | +247.4% | +236.4% | +11.1% | +157.0% |
| All | +6,221.5% | +6,767.3% | -545.8% | +2,883.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling