+6,746.8%
UNH vs AMT
+1,311.4%
+5,435.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | -0.8% |
| 7D | +1.1% | -0.2% | +1.3% | +1.1% |
| 30D | -3.8% | +4.6% | -8.4% | -4.4% |
| 3M | +0.7% | -8.4% | +9.2% | +1.7% |
| 6M | +37.9% | -6.0% | +43.9% | +38.6% |
| YTD | +21.9% | +2.1% | +19.8% | +21.2% |
| 1Y | +31.4% | -6.4% | +37.8% | +31.9% |
| 3Y | -11.4% | +8.1% | -19.5% | -13.4% |
| 5Y | +2.5% | -31.9% | +34.5% | +5.5% |
| 10Y | +242.9% | +97.1% | +145.8% | +214.4% |
| All | +6,746.8% | +1,311.4% | +5,435.4% | +5,178.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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