-11.5%
UNH vs WEC
+41.5%
-53.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.1% | +0.7% |
| 7D | +1.1% | +0.8% | +0.3% | +1.0% |
| 30D | -1.5% | +0.3% | -1.9% | -1.6% |
| 3M | -0.8% | -2.9% | +2.1% | -0.2% |
| 6M | +41.8% | -5.9% | +47.7% | +43.5% |
| YTD | +23.1% | +4.1% | +18.9% | +21.9% |
| 1Y | +28.5% | +3.1% | +25.4% | +27.7% |
| All | -11.5% | +41.5% | -53.0% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling