-13.2%
UNH vs WMB
+145.3%
-158.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.9% |
| 7D | -1.7% | 0.0% | -1.6% | -1.7% |
| 30D | -3.8% | +4.6% | -8.4% | -4.0% |
| 3M | -4.3% | +5.7% | -10.0% | -4.4% |
| 6M | +38.6% | +4.2% | +34.4% | +38.6% |
| YTD | +20.7% | +26.8% | -6.2% | +20.9% |
| 1Y | +16.0% | +34.7% | -18.7% | +16.4% |
| All | -13.2% | +145.3% | -158.6% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 3y: compounded portfolio wealth divided by compounded WMB 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…
3y analysis · Full analysis span regression · 6 months rolling