+137,274.1%
UNH vs ADBE
+21,548.7%
+115,725.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +1.5% |
| 7D | +1.1% | -10.1% | +11.2% | +3.0% |
| 30D | -1.5% | -3.0% | +1.5% | -1.2% |
| 3M | -0.8% | +5.0% | -5.9% | -2.3% |
| 6M | +41.8% | -9.3% | +51.1% | +42.6% |
| YTD | +23.1% | -26.5% | +49.6% | +28.2% |
| 1Y | +28.5% | -28.3% | +56.8% | +34.3% |
| 3Y | -11.8% | -54.1% | +42.3% | -2.4% |
| 5Y | +5.3% | -61.2% | +66.6% | +17.0% |
| 10Y | +247.4% | +152.5% | +94.9% | +176.5% |
| All | +137,274.1% | +21,548.7% | +115,725.5% | +42,077.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling