+2.9%
UNH vs WM
+52.1%
-49.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | -3.8% | -2.4% | -1.4% | -3.0% |
| 3M | +0.7% | +0.4% | +0.3% | +0.2% |
| 6M | +37.9% | -9.5% | +47.4% | +42.4% |
| YTD | +21.9% | +0.5% | +21.4% | +20.8% |
| 1Y | +31.4% | -1.1% | +32.5% | +30.8% |
| 3Y | -11.4% | +46.0% | -57.4% | -28.6% |
| All | +2.9% | +52.1% | -49.2% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling