-0.5%
UNH vs WTW
+42.0%
-42.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -4.5% | -5.7% | +1.2% | -3.1% |
| 30D | -6.5% | -7.3% | +0.7% | -4.7% |
| 3M | -6.0% | +21.5% | -27.5% | -11.1% |
| 6M | +33.7% | +9.6% | +24.0% | +29.4% |
| YTD | +16.4% | -3.3% | +19.7% | +16.7% |
| 1Y | +10.1% | -6.1% | +16.2% | +11.3% |
| 3Y | -16.3% | +61.8% | -78.1% | -28.7% |
| All | -0.5% | +42.0% | -42.5% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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