-16.0%
UNH vs WETO
-99.4%
+83.4%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.1% | -2.4% |
| 7D | -4.5% | -4.3% | -0.2% | -4.5% |
| 30D | -6.5% | -39.9% | +33.4% | -6.5% |
| 3M | -6.0% | -97.9% | +91.9% | -4.2% |
| 6M | +33.7% | -95.0% | +128.7% | +35.6% |
| YTD | +16.4% | -97.2% | +113.6% | +18.5% |
| 1Y | +10.1% | -98.9% | +109.0% | +12.5% |
| All | -16.0% | -99.4% | +83.4% | -16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling