+1,394.6%
WDC vs UNH
-13.7%
+1,408.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +3.0% | +1.0% |
| 7D | +7.5% | -1.7% | +9.1% | +7.4% |
| 30D | +10.1% | -3.8% | +13.9% | +10.0% |
| 3M | -6.8% | -4.3% | -2.5% | -6.9% |
| 6M | +84.1% | +38.6% | +45.5% | +84.1% |
| YTD | +180.3% | +20.7% | +159.6% | +176.7% |
| 1Y | +411.1% | +16.0% | +395.1% | +403.2% |
| All | +1,394.6% | -13.7% | +1,408.3% | +1,315.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling