+3,470.1%
UNH vs WTW
+1,101.3%
+2,368.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.4% |
| 7D | -3.2% | -7.8% | +4.6% | -0.4% |
| 30D | -3.5% | -7.9% | +4.4% | -0.7% |
| 3M | -4.2% | +19.9% | -24.1% | -10.6% |
| 6M | +38.3% | +9.8% | +28.5% | +32.4% |
| YTD | +19.2% | -3.3% | +22.6% | +19.0% |
| 1Y | +15.0% | -3.3% | +18.3% | +14.6% |
| 3Y | -14.5% | +61.5% | -76.1% | -30.2% |
| 5Y | +4.6% | +42.6% | -38.0% | -11.9% |
| 10Y | +241.1% | +197.1% | +44.1% | +116.9% |
| All | +3,470.1% | +1,101.3% | +2,368.8% | +1,502.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling