-14.3%
UNH vs AMDL
+95.0%
-109.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.2% | -10.1% | -1.1% |
| 7D | +1.1% | +4.5% | -3.5% | +1.0% |
| 30D | -3.8% | -4.4% | +0.6% | -3.8% |
| 3M | +0.7% | -30.5% | +31.2% | +0.8% |
| 6M | +37.9% | +300.9% | -263.0% | +31.5% |
| YTD | +21.9% | +219.9% | -198.0% | +16.6% |
| 1Y | +31.4% | +374.7% | -343.3% | +25.3% |
| All | -14.3% | +95.0% | -109.4% | -17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling