-1.1%
UNH vs WM
+61.9%
-62.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +3.4% | +3.2% | +0.2% | +2.2% |
| 30D | +3.0% | +13.0% | -10.0% | -1.5% |
| 3M | +2.7% | +9.2% | -6.5% | -0.6% |
| 6M | +2.8% | +13.6% | -10.9% | -2.3% |
| YTD | +25.9% | +12.4% | +13.5% | +19.6% |
| 1Y | +25.8% | +21.2% | +4.6% | +16.1% |
| 3Y | -20.0% | +48.7% | -68.7% | -34.7% |
| All | -1.1% | +61.9% | -62.9% | -25.3% |
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