+193.4%
AMAT vs UNH
+28.7%
+164.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.0% | +4.0% |
| 7D | +7.0% | +1.1% | +5.9% | +7.0% |
| 30D | -12.2% | -1.5% | -10.7% | -12.2% |
| 3M | -3.8% | -0.8% | -3.0% | -4.0% |
| 6M | +45.9% | +41.8% | +4.1% | +40.1% |
| YTD | +84.6% | +23.1% | +61.6% | +74.4% |
| 1Y | +193.4% | +28.5% | +164.9% | +184.4% |
| All | +193.4% | +28.7% | +164.6% | +184.4% |
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 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