+27.4%
WMT vs UNH
+28.3%
-0.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.2% | +3.4% |
| 7D | +8.8% | +0.6% | +8.2% | +8.7% |
| 30D | +22.9% | +8.1% | +14.8% | +22.2% |
| 3M | +16.1% | +1.1% | +15.0% | +15.8% |
| 6M | -0.5% | +11.7% | -12.2% | -1.3% |
| YTD | +16.7% | +26.5% | -9.8% | +14.2% |
| 1Y | +27.4% | +27.0% | +0.3% | +24.5% |
| All | +27.4% | +28.3% | -0.9% | +24.5% |
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