+318.1%
UNH vs WING
+637.4%
-319.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.4% | -2.5% | +5.9% | +3.6% |
| 30D | +3.0% | +29.5% | -26.5% | -0.3% |
| 3M | +2.7% | +40.2% | -37.4% | -1.9% |
| 6M | +2.8% | +32.7% | -29.9% | -1.7% |
| YTD | +25.9% | -32.8% | +58.7% | +29.1% |
| 1Y | +25.8% | -31.7% | +57.5% | +28.6% |
| 3Y | -20.0% | -24.7% | +4.7% | -22.9% |
| 5Y | -2.8% | -0.5% | -2.4% | -13.3% |
| 10Y | +228.7% | +647.5% | -418.8% | +103.0% |
| All | +318.1% | +637.4% | -319.3% | +151.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling