+8,164.6%
AMD vs UNH
+224.4%
+7,940.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.9% | +7.5% |
| 7D | +13.1% | -1.6% | +14.7% | +14.0% |
| 30D | -7.0% | +6.5% | -13.4% | -8.9% |
| 3M | +16.6% | +0.8% | +15.8% | +16.1% |
| 6M | +20.5% | +6.1% | +14.5% | +16.9% |
| YTD | +158.2% | +24.5% | +133.7% | +133.2% |
| 1Y | +132.8% | +26.3% | +106.4% | +108.8% |
| 3Y | +366.2% | -20.7% | +386.9% | +367.1% |
| 5Y | +278.7% | -3.6% | +282.2% | +231.4% |
| 10Y | +8,164.6% | +225.1% | +7,939.5% | +4,967.9% |
| All | +8,164.6% | +224.4% | +7,940.2% | +4,967.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling