+876.7%
UNH vs WPM
+5,972.6%
-5,095.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +1.1% | +7.0% | -5.9% | +0.6% |
| 30D | -1.5% | +15.7% | -17.3% | -2.9% |
| 3M | -0.8% | +35.2% | -36.1% | -3.6% |
| 6M | +41.8% | +6.1% | +35.7% | +40.2% |
| YTD | +23.1% | +32.6% | -9.5% | +19.1% |
| 1Y | +28.5% | +46.9% | -18.4% | +23.1% |
| 3Y | -11.8% | +276.3% | -288.1% | -22.8% |
| 5Y | +5.3% | +260.0% | -254.7% | -8.2% |
| 10Y | +247.4% | +508.5% | -261.1% | +181.8% |
| All | +876.7% | +5,972.6% | -5,095.9% | +473.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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