+8,371.5%
UNH vs ATI
+998.8%
+7,372.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | +2.4% | +13.0% | -10.6% | +0.4% |
| 30D | +7.2% | +0.2% | +7.1% | +6.9% |
| 3M | +0.5% | -17.5% | +18.0% | +3.1% |
| 6M | +3.4% | +18.1% | -14.7% | -0.3% |
| YTD | +25.2% | +65.7% | -40.6% | +13.6% |
| 1Y | +22.7% | +91.9% | -69.3% | +8.6% |
| 3Y | -20.3% | +335.2% | -355.5% | -40.2% |
| 5Y | -3.4% | +1,004.3% | -1,007.7% | -39.9% |
| 10Y | +226.8% | +1,019.2% | -792.4% | +80.6% |
| All | +8,371.5% | +998.8% | +7,372.8% | +3,255.2% |
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