+136,006.1%
UNH vs WEC
+3,978.4%
+132,027.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +1.1% | -0.3% | +1.3% | +1.2% |
| 30D | -3.8% | -1.3% | -2.5% | -3.3% |
| 3M | +0.7% | -3.9% | +4.7% | +2.3% |
| 6M | +37.9% | -8.3% | +46.2% | +42.5% |
| YTD | +21.9% | +3.1% | +18.9% | +19.9% |
| 1Y | +31.4% | +1.9% | +29.4% | +29.7% |
| 3Y | -11.4% | +41.9% | -53.3% | -25.2% |
| 5Y | +2.5% | +30.8% | -28.3% | -11.3% |
| 10Y | +242.9% | +141.9% | +100.9% | +121.0% |
| All | +136,006.1% | +3,978.4% | +132,027.7% | +26,086.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling