+18,229.0%
WDC vs UNH
+138,690.6%
-120,461.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.9% |
| 7D | +6.0% | +1.1% | +4.9% | +5.7% |
| 30D | +9.9% | -1.5% | +11.5% | +10.3% |
| 3M | -9.4% | -0.8% | -8.5% | -9.5% |
| 6M | +94.7% | +41.8% | +52.9% | +78.0% |
| YTD | +177.4% | +23.1% | +154.3% | +160.8% |
| 1Y | +412.6% | +28.5% | +384.1% | +374.4% |
| 3Y | +1,359.8% | -11.8% | +1,371.5% | +1,308.7% |
| 5Y | +992.6% | +5.3% | +987.2% | +898.4% |
| 10Y | +1,245.5% | +247.4% | +998.1% | +822.3% |
| All | +18,229.0% | +138,690.6% | -120,461.6% | +3,617.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling