+3.5%
UNH vs WELL
+211.0%
-207.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.9% |
| 7D | -1.7% | -1.1% | -0.5% | -1.5% |
| 30D | -3.8% | +0.7% | -4.6% | -3.9% |
| 3M | -4.3% | +14.5% | -18.8% | -6.2% |
| 6M | +38.6% | +14.4% | +24.2% | +35.7% |
| YTD | +20.7% | +28.5% | -7.8% | +16.1% |
| 1Y | +16.0% | +41.8% | -25.8% | +9.7% |
| 3Y | -13.5% | +202.8% | -216.3% | -29.3% |
| 5Y | +3.5% | +208.8% | -205.3% | -13.9% |
| All | +3.5% | +211.0% | -207.5% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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