+3.5%
UNH vs WING
-33.6%
+37.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -3.0% | -2.0% |
| 7D | -1.7% | -2.3% | +0.6% | -1.5% |
| 30D | -3.8% | -5.6% | +1.8% | -3.6% |
| 3M | -4.3% | -22.9% | +18.6% | -3.0% |
| 6M | +38.6% | -50.4% | +89.0% | +44.0% |
| YTD | +20.7% | -53.3% | +74.0% | +25.3% |
| 1Y | +16.0% | -61.2% | +77.2% | +21.7% |
| 3Y | -13.5% | -30.1% | +16.6% | -15.6% |
| 5Y | +3.5% | -35.0% | +38.5% | -2.7% |
| All | +3.5% | -33.6% | +37.1% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling