+10.1%
UNH vs WETO
-98.9%
+109.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.1% | -2.4% |
| 7D | -4.5% | -4.3% | -0.2% | -4.6% |
| 30D | -6.5% | -39.9% | +33.4% | -6.3% |
| 3M | -6.0% | -97.9% | +91.9% | -4.0% |
| 6M | +33.7% | -95.0% | +128.7% | +37.2% |
| YTD | +16.4% | -97.2% | +113.6% | +18.9% |
| 1Y | +10.1% | -98.9% | +109.0% | +7.8% |
| All | +10.1% | -98.9% | +109.0% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 1y: compounded portfolio wealth divided by compounded WETO 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…
1y analysis · Full analysis span regression · 6 months rolling