+27.0%
UNH vs WM
+21.9%
+5.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.8% |
| 7D | +0.6% | +5.9% | -5.4% | -0.9% |
| 30D | +8.1% | +15.4% | -7.3% | +4.5% |
| 3M | +1.1% | +6.3% | -5.3% | -0.9% |
| 6M | +11.7% | +5.6% | +6.1% | +9.6% |
| YTD | +26.5% | +9.9% | +16.5% | +21.5% |
| 1Y | +27.0% | +20.8% | +6.2% | +20.3% |
| All | +27.0% | +21.9% | +5.1% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling