+234.0%
AMD vs UNH
+28.7%
+205.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.7% |
| 7D | +10.0% | +1.1% | +8.9% | +9.8% |
| 30D | +4.6% | -1.5% | +6.2% | +4.9% |
| 3M | +3.1% | -0.8% | +4.0% | +2.9% |
| 6M | +162.8% | +41.8% | +121.0% | +137.9% |
| YTD | +136.2% | +23.1% | +113.1% | +115.4% |
| 1Y | +234.0% | +28.5% | +205.5% | +223.7% |
| All | +234.0% | +28.7% | +205.3% | +223.7% |
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