+257,669.3%
AMZN vs UNH
+7,904.8%
+249,764.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | -1.3% |
| 7D | -1.0% | -1.7% | +0.6% | -0.6% |
| 30D | -9.2% | -3.8% | -5.4% | -8.3% |
| 3M | +3.4% | -4.3% | +7.6% | +4.3% |
| 6M | +18.2% | +38.6% | -20.4% | +7.7% |
| YTD | +9.3% | +20.7% | -11.3% | +2.2% |
| 1Y | +5.9% | +16.0% | -10.1% | -0.1% |
| 3Y | +82.6% | -13.5% | +96.1% | +77.0% |
| 5Y | +44.9% | +3.5% | +41.4% | +32.1% |
| 10Y | +564.1% | +245.3% | +318.7% | +312.1% |
| All | +257,669.3% | +7,904.8% | +249,764.5% | +54,826.4% |
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