+357.3%
AMD vs UNH
-19.8%
+377.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.6% | -9.3% | -8.8% |
| 7D | +18.9% | +3.4% | +15.6% | +18.7% |
| 30D | -6.4% | +3.0% | -9.4% | -6.5% |
| 3M | +10.6% | +2.7% | +7.8% | +10.5% |
| 6M | +19.9% | +2.8% | +17.1% | +19.7% |
| YTD | +149.4% | +25.9% | +123.5% | +144.1% |
| 1Y | +115.4% | +25.8% | +89.6% | +110.8% |
| 3Y | +357.3% | -20.0% | +377.3% | +353.2% |
| All | +357.3% | -19.8% | +377.1% | +353.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling