+34.2%
UNH vs AMRZ
-19.2%
+53.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.8% |
| 7D | -1.7% | -4.7% | +3.0% | -1.3% |
| 30D | -3.8% | -11.3% | +7.4% | -3.0% |
| 3M | -4.3% | -22.1% | +17.8% | -2.4% |
| 6M | +38.6% | -29.6% | +68.2% | +43.4% |
| YTD | +20.7% | -23.3% | +44.0% | +21.4% |
| 1Y | +16.0% | -23.7% | +39.7% | +16.2% |
| All | +34.2% | -19.2% | +53.5% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling