+859.6%
UNH vs AMP
+2,089.3%
-1,229.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.6% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | -3.8% | -1.0% | -2.8% | -3.5% |
| 3M | -4.3% | +23.2% | -27.5% | -11.0% |
| 6M | +38.6% | +20.4% | +18.2% | +29.6% |
| YTD | +20.7% | +13.6% | +7.0% | +14.6% |
| 1Y | +16.0% | +13.4% | +2.6% | +10.2% |
| 3Y | -13.5% | +66.5% | -80.0% | -29.9% |
| 5Y | +3.5% | +120.2% | -116.7% | -26.1% |
| 10Y | +245.3% | +576.5% | -331.2% | +54.2% |
| All | +859.6% | +2,089.3% | -1,229.8% | +141.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling