-20.0%
UNH vs WEC
+64.2%
-84.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | +3.4% | +2.3% | +1.1% | +2.8% |
| 30D | +3.0% | +11.1% | -8.1% | +0.5% |
| 3M | +2.7% | +8.4% | -5.7% | +0.8% |
| 6M | +2.8% | +7.5% | -4.7% | +1.0% |
| YTD | +25.9% | +15.3% | +10.5% | +21.5% |
| 1Y | +25.8% | +9.7% | +16.1% | +22.9% |
| 3Y | -20.0% | +64.7% | -84.7% | -29.0% |
| All | -20.0% | +64.2% | -84.3% | -29.0% |
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