+147.1%
AMAT vs UNH
-2.6%
+149.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.8% |
| 7D | +11.4% | +3.4% | +8.0% | +11.1% |
| 30D | -17.0% | +3.0% | -20.0% | -17.2% |
| 3M | -30.6% | +2.7% | -33.3% | -30.7% |
| 6M | -14.9% | +2.8% | -17.7% | -15.2% |
| YTD | +44.7% | +25.9% | +18.8% | +40.5% |
| 1Y | +66.9% | +25.8% | +41.1% | +62.0% |
| 3Y | +153.3% | -20.0% | +173.3% | +162.4% |
| All | +147.1% | -2.6% | +149.7% | +103.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling