+228.4%
UNH vs AMP
+589.3%
-360.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.6% |
| 7D | -4.5% | -0.5% | -4.0% | -4.4% |
| 30D | -6.5% | -1.3% | -5.2% | -6.2% |
| 3M | -6.0% | +24.2% | -30.2% | -12.8% |
| 6M | +33.7% | +24.6% | +9.1% | +23.6% |
| YTD | +16.4% | +14.8% | +1.6% | +10.2% |
| 1Y | +10.1% | +12.8% | -2.7% | +4.8% |
| 3Y | -16.3% | +69.0% | -85.3% | -33.1% |
| 5Y | +2.1% | +124.9% | -122.8% | -29.1% |
| All | +228.4% | +589.3% | -360.9% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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