+301.8%
AMD vs UNH
-21.1%
+322.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.4% | +11.1% |
| 7D | -11.0% | -3.2% | -7.9% | -10.9% |
| 30D | -30.5% | +4.8% | -35.3% | -30.6% |
| 3M | -8.2% | -1.8% | -6.4% | -8.1% |
| 6M | +6.6% | +8.6% | -2.0% | +5.9% |
| YTD | +109.7% | +21.8% | +87.9% | +105.6% |
| 1Y | +88.9% | +25.8% | +63.1% | +85.1% |
| 3Y | +301.8% | -21.3% | +323.1% | +301.0% |
| All | +301.8% | -21.1% | +322.9% | +301.0% |
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