+305.1%
UNH vs WING
+405.9%
-100.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.8% |
| 7D | +1.1% | -3.9% | +4.9% | +1.5% |
| 30D | -3.8% | -11.6% | +7.8% | -2.6% |
| 3M | +0.7% | -24.2% | +24.9% | +3.6% |
| 6M | +37.9% | -54.1% | +91.9% | +49.7% |
| YTD | +21.9% | -53.9% | +75.8% | +31.4% |
| 1Y | +31.4% | -64.4% | +95.7% | +45.5% |
| 3Y | -11.4% | -30.2% | +18.8% | -14.5% |
| 5Y | +2.5% | -34.1% | +36.6% | -3.6% |
| 10Y | +242.9% | +342.1% | -99.3% | +126.0% |
| All | +305.1% | +405.9% | -100.8% | +155.3% |
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