+113.2%
WDC vs UNH
+28.3%
+84.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.2% | -8.0% | -6.9% |
| 7D | -18.3% | +0.6% | -18.9% | -18.4% |
| 30D | -26.7% | +8.1% | -34.8% | -27.4% |
| 3M | -40.9% | +1.1% | -42.0% | -40.9% |
| 6M | -26.8% | +11.7% | -38.5% | -28.8% |
| YTD | +88.2% | +26.5% | +61.7% | +65.5% |
| 1Y | +113.2% | +27.0% | +86.2% | +87.1% |
| All | +113.2% | +28.3% | +84.9% | +87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 1y: compounded portfolio wealth divided by compounded UNH 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…
1y analysis · Full analysis span regression · 6 months rolling