+136,006.1%
UNH vs WMB
+5,535.5%
+130,470.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +1.1% | +0.6% | +0.5% | +1.0% |
| 30D | -3.8% | +3.3% | -7.0% | -4.3% |
| 3M | +0.7% | +3.1% | -2.4% | +0.2% |
| 6M | +37.9% | -0.7% | +38.6% | +37.8% |
| YTD | +21.9% | +25.2% | -3.2% | +17.8% |
| 1Y | +31.4% | +32.9% | -1.5% | +25.7% |
| 3Y | -11.4% | +140.6% | -152.0% | -22.9% |
| 5Y | +2.5% | +273.5% | -270.9% | -16.7% |
| 10Y | +242.9% | +334.2% | -91.3% | +165.5% |
| All | +136,006.1% | +5,535.5% | +130,470.6% | +49,792.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling