+565.7%
AMZN vs UNH
+235.3%
+330.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.4% |
| 7D | -0.7% | -4.5% | +3.9% | +0.3% |
| 30D | -3.9% | -6.5% | +2.6% | -2.6% |
| 3M | +6.3% | -6.0% | +12.3% | +7.5% |
| 6M | +20.8% | +33.7% | -12.9% | +12.8% |
| YTD | +11.2% | +16.4% | -5.1% | +6.1% |
| 1Y | +11.7% | +10.1% | +1.6% | +7.7% |
| 3Y | +79.4% | -16.3% | +95.7% | +75.2% |
| 5Y | +48.0% | +2.1% | +45.9% | +33.0% |
| All | +565.7% | +235.3% | +330.3% | +321.0% |
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 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