+8,153.6%
UNH vs ATI
+1,117.2%
+7,036.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -1.4% |
| 7D | +1.1% | -0.1% | +1.1% | +1.0% |
| 30D | -3.8% | +2.7% | -6.5% | -4.3% |
| 3M | +0.7% | +16.3% | -15.6% | -2.1% |
| 6M | +37.9% | +30.2% | +7.7% | +30.9% |
| YTD | +21.9% | +83.6% | -61.6% | +9.4% |
| 1Y | +31.4% | +173.0% | -141.6% | +10.0% |
| 3Y | -11.4% | +356.6% | -368.0% | -33.9% |
| 5Y | +2.5% | +1,074.2% | -1,071.7% | -36.7% |
| 10Y | +242.9% | +1,136.2% | -893.3% | +86.1% |
| All | +8,153.6% | +1,117.2% | +7,036.5% | +3,130.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling