+4.6%
UNH vs WEC
+30.3%
-25.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.0% |
| 7D | -3.2% | -1.3% | -1.9% | -2.8% |
| 30D | -3.5% | -0.4% | -3.1% | -3.4% |
| 3M | -4.2% | -6.8% | +2.6% | -2.1% |
| 6M | +38.3% | -6.4% | +44.7% | +40.9% |
| YTD | +19.2% | +2.5% | +16.7% | +17.9% |
| 1Y | +15.0% | -0.4% | +15.4% | +14.7% |
| 3Y | -14.5% | +38.5% | -53.0% | -24.7% |
| 5Y | +4.6% | +31.7% | -27.1% | -8.2% |
| All | +4.6% | +30.3% | -25.7% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling