+216.1%
UNH vs WEC
+197.9%
+18.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.2% |
| 7D | +3.4% | +2.3% | +1.1% | +2.4% |
| 30D | +3.0% | +11.1% | -8.1% | -1.3% |
| 3M | +2.7% | +8.4% | -5.7% | -0.6% |
| 6M | +2.8% | +7.5% | -4.7% | -0.4% |
| YTD | +25.9% | +15.3% | +10.5% | +18.3% |
| 1Y | +25.8% | +9.7% | +16.1% | +20.6% |
| 3Y | -20.0% | +64.7% | -84.7% | -36.2% |
| 5Y | -2.8% | +57.3% | -60.1% | -21.9% |
| All | +216.1% | +197.9% | +18.1% | +124.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling