+9,689.9%
UNH vs WWD
+14,675.7%
-4,985.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +3.4% | +4.0% | -0.6% | +2.5% |
| 30D | +3.0% | +0.4% | +2.6% | +2.7% |
| 3M | +2.7% | -7.9% | +10.7% | +4.2% |
| 6M | +2.8% | -10.6% | +13.4% | +4.3% |
| YTD | +25.9% | +9.4% | +16.5% | +21.4% |
| 1Y | +25.8% | +25.7% | +0.1% | +17.4% |
| 3Y | -20.0% | +148.5% | -168.6% | -37.3% |
| 5Y | -2.8% | +189.5% | -192.3% | -27.8% |
| 10Y | +228.7% | +451.8% | -223.0% | +100.9% |
| All | +9,689.9% | +14,675.7% | -4,985.8% | +4,025.5% |
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