+11,477.5%
AMD vs UNH
+137,409.5%
-125,932.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +4.9% |
| 7D | +2.6% | +1.1% | +1.5% | +2.2% |
| 30D | -0.9% | -3.8% | +2.9% | 0.0% |
| 3M | -8.7% | +0.7% | -9.5% | -9.2% |
| 6M | +136.3% | +37.9% | +98.5% | +115.2% |
| YTD | +123.0% | +21.9% | +101.1% | +108.3% |
| 1Y | +195.2% | +31.4% | +163.8% | +169.8% |
| 3Y | +336.3% | -11.4% | +347.7% | +321.1% |
| 5Y | +334.5% | +2.5% | +331.9% | +300.9% |
| 10Y | +6,259.1% | +242.9% | +6,016.3% | +4,157.1% |
| All | +11,477.5% | +137,409.5% | -125,932.1% | +1,816.3% |
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