+3.5%
UNH vs WWD
+191.3%
-187.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.9% |
| 7D | -1.7% | +0.6% | -2.3% | -1.7% |
| 30D | -3.8% | -5.1% | +1.3% | -3.4% |
| 3M | -4.3% | -11.2% | +7.0% | -3.4% |
| 6M | +38.6% | -12.0% | +50.7% | +39.6% |
| YTD | +20.7% | +12.0% | +8.7% | +18.2% |
| 1Y | +16.0% | +42.8% | -26.8% | +10.4% |
| 3Y | -13.5% | +168.9% | -182.4% | -26.0% |
| 5Y | +3.5% | +192.2% | -188.7% | -14.2% |
| All | +3.5% | +191.3% | -187.8% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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