+10.1%
UNH vs AMRZ
-24.2%
+34.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -4.5% | -7.5% | +3.0% | -4.2% |
| 30D | -6.5% | -12.4% | +5.9% | -5.9% |
| 3M | -6.0% | -22.4% | +16.4% | -4.8% |
| 6M | +33.7% | -29.5% | +63.2% | +37.0% |
| YTD | +16.4% | -24.1% | +40.5% | +16.0% |
| 1Y | +10.1% | -26.3% | +36.3% | +9.0% |
| All | +10.1% | -24.2% | +34.3% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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