+31.4%
UNH vs WEC
+1.8%
+29.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +1.1% | -0.3% | +1.3% | +1.1% |
| 30D | -3.8% | -1.3% | -2.5% | -3.5% |
| 3M | +0.7% | -3.9% | +4.7% | +2.0% |
| 6M | +37.9% | -8.3% | +46.2% | +41.0% |
| YTD | +21.9% | +3.1% | +18.9% | +20.1% |
| 1Y | +31.4% | +1.9% | +29.4% | +32.6% |
| All | +31.4% | +1.8% | +29.6% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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