+4.6%
UNH vs ADBE
-62.6%
+67.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -1.0% |
| 7D | -3.2% | -12.9% | +9.8% | -1.8% |
| 30D | -3.5% | -5.6% | +2.2% | -3.0% |
| 3M | -4.2% | +6.6% | -10.8% | -5.3% |
| 6M | +38.3% | -9.6% | +47.9% | +38.9% |
| YTD | +19.2% | -28.9% | +48.1% | +23.2% |
| 1Y | +15.0% | -28.9% | +43.9% | +18.7% |
| 3Y | -14.5% | -55.6% | +41.1% | -8.6% |
| 5Y | +4.6% | -62.2% | +66.8% | +12.5% |
| All | +4.6% | -62.6% | +67.2% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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