-13.7%
UNH vs AMDL
+87.1%
-100.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +26.8% | -25.9% | +0.5% |
| 7D | -0.7% | +10.3% | -11.0% | -1.0% |
| 30D | +4.8% | -38.3% | +43.1% | +5.1% |
| 3M | -1.7% | -8.7% | +7.0% | -2.1% |
| 6M | +5.9% | -14.4% | +20.3% | +4.8% |
| YTD | +22.8% | +206.9% | -184.1% | +17.0% |
| 1Y | +25.9% | +144.4% | -118.5% | +20.3% |
| All | -13.7% | +87.1% | -100.8% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 5y: compounded portfolio wealth divided by compounded AMDL 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…
5y analysis · Full analysis span regression · 6 months rolling