+5.9%
UNH vs ATI
+1,064.3%
-1,058.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.9% |
| 7D | -1.7% | +2.4% | -4.1% | -1.8% |
| 30D | -3.8% | -9.5% | +5.7% | -3.1% |
| 3M | -4.3% | +10.4% | -14.7% | -5.2% |
| 6M | +38.6% | +31.8% | +6.8% | +34.9% |
| YTD | +20.7% | +80.0% | -59.3% | +14.3% |
| 1Y | +16.0% | +175.8% | -159.8% | +5.8% |
| 3Y | -13.5% | +364.2% | -377.7% | -25.9% |
| All | +5.9% | +1,064.3% | -1,058.4% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 5y: compounded portfolio wealth divided by compounded ATI 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…
5y analysis · Full analysis span regression · 6 months rolling