+136,006.1%
UNH vs WELL
+18,826.3%
+117,179.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.4% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | -3.8% | -0.1% | -3.7% | -3.8% |
| 3M | +0.7% | +18.0% | -17.3% | -3.8% |
| 6M | +37.9% | +15.0% | +22.9% | +32.3% |
| YTD | +21.9% | +28.6% | -6.7% | +13.3% |
| 1Y | +31.4% | +42.9% | -11.5% | +18.3% |
| 3Y | -11.4% | +203.0% | -214.4% | -36.1% |
| 5Y | +2.5% | +206.9% | -204.4% | -27.6% |
| 10Y | +242.9% | +339.5% | -96.6% | +101.4% |
| All | +136,006.1% | +18,826.3% | +117,179.9% | +38,263.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling