+9,383.6%
UNH vs WWD
+15,408.5%
-6,025.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | +1.1% | +1.3% | -0.2% | +0.8% |
| 30D | -3.8% | -7.2% | +3.4% | -2.3% |
| 3M | +0.7% | -3.8% | +4.6% | +1.1% |
| 6M | +37.9% | -9.9% | +47.8% | +39.6% |
| YTD | +21.9% | +14.8% | +7.1% | +16.7% |
| 1Y | +31.4% | +42.1% | -10.7% | +19.6% |
| 3Y | -11.4% | +170.8% | -182.2% | -31.7% |
| 5Y | +2.5% | +197.5% | -195.0% | -24.1% |
| 10Y | +242.9% | +477.8% | -235.0% | +108.0% |
| All | +9,383.6% | +15,408.5% | -6,025.0% | +3,867.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling