+231.0%
UNH vs AMC
-98.6%
+329.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.3% | -7.4% | +0.8% |
| 7D | -0.7% | +6.6% | -7.3% | -0.8% |
| 30D | +4.8% | +14.1% | -9.3% | +4.7% |
| 3M | -1.7% | +31.3% | -33.0% | -1.9% |
| 6M | +5.9% | +126.7% | -120.8% | +5.1% |
| YTD | +22.8% | +117.9% | -95.1% | +21.8% |
| 1Y | +25.9% | +41.1% | -15.2% | +25.3% |
| 3Y | -21.4% | -61.0% | +39.5% | -21.5% |
| 5Y | -6.3% | -99.1% | +92.9% | -5.0% |
| 10Y | +231.0% | -98.7% | +329.7% | +210.4% |
| All | +231.0% | -98.6% | +329.6% | +210.4% |
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