+236.3%
UNH vs AMC
-99.0%
+335.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.8% | -1.2% |
| 7D | -3.2% | -7.1% | +3.9% | -3.1% |
| 30D | -3.5% | -1.7% | -1.8% | -3.5% |
| 3M | -4.2% | +13.5% | -17.6% | -4.4% |
| 6M | +38.3% | +112.6% | -74.3% | +37.2% |
| YTD | +19.2% | +51.3% | -32.1% | +18.6% |
| 1Y | +15.0% | -14.5% | +29.5% | +14.8% |
| 3Y | -14.5% | -67.1% | +52.6% | -14.5% |
| 5Y | +4.6% | -99.5% | +104.1% | +6.4% |
| All | +236.3% | -99.0% | +335.3% | +218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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