+247.4%
UNH vs AMBA
-5.3%
+252.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.9% |
| 7D | +1.1% | -6.4% | +7.6% | +1.7% |
| 30D | -1.5% | -26.8% | +25.3% | +0.9% |
| 3M | -0.8% | -7.6% | +6.8% | -1.2% |
| 6M | +41.8% | +21.2% | +20.6% | +36.9% |
| YTD | +23.1% | -10.4% | +33.5% | +21.7% |
| 1Y | +28.5% | -24.4% | +52.9% | +28.3% |
| 3Y | -11.8% | +6.0% | -17.8% | -17.2% |
| 5Y | +5.3% | -53.9% | +59.2% | +2.6% |
| 10Y | +247.4% | -6.2% | +253.6% | +176.2% |
| All | +247.4% | -5.3% | +252.7% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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