+137,736.4%
AMAT vs UNH
+137,409.5%
+326.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.3% | +4.6% |
| 7D | -1.5% | +1.1% | -2.6% | -1.8% |
| 30D | -14.8% | -3.8% | -11.0% | -14.0% |
| 3M | -9.3% | +0.7% | -10.0% | -9.8% |
| 6M | +27.4% | +37.9% | -10.5% | +16.0% |
| YTD | +77.6% | +21.9% | +55.6% | +65.5% |
| 1Y | +188.9% | +31.4% | +157.6% | +163.0% |
| 3Y | +202.3% | -11.4% | +213.7% | +189.4% |
| 5Y | +248.9% | +2.5% | +246.4% | +218.9% |
| 10Y | +1,585.2% | +242.9% | +1,342.4% | +1,023.0% |
| All | +137,736.4% | +137,409.5% | +326.9% | +14,467.5% |
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 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