+236.3%
UNH vs WING
+379.2%
-142.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -3.2% | +0.2% | -3.4% | -3.2% |
| 30D | -3.5% | -0.5% | -3.0% | -3.6% |
| 3M | -4.2% | -23.9% | +19.7% | -1.5% |
| 6M | +38.3% | -48.9% | +87.2% | +48.3% |
| YTD | +19.2% | -53.3% | +72.6% | +28.3% |
| 1Y | +15.0% | -60.3% | +75.3% | +25.8% |
| 3Y | -14.5% | -30.1% | +15.6% | -17.9% |
| 5Y | +4.6% | -36.2% | +40.8% | -1.3% |
| All | +236.3% | +379.2% | -142.8% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling