+27.0%
UNH vs AMIX
-92.3%
+119.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +1.2% |
| 7D | +0.6% | -25.1% | +25.7% | +0.4% |
| 30D | +8.1% | -54.5% | +62.7% | +7.8% |
| 3M | +1.1% | -91.7% | +92.8% | +0.1% |
| 6M | +11.7% | -79.4% | +91.2% | +14.2% |
| YTD | +26.5% | -86.1% | +112.5% | +29.5% |
| 1Y | +27.0% | -91.6% | +118.6% | +30.3% |
| All | +27.0% | -92.3% | +119.4% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling