+228.4%
UNH vs ADI
+670.4%
-442.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.9% | -7.2% | -3.6% |
| 7D | -4.5% | +4.6% | -9.1% | -5.7% |
| 30D | -6.5% | -1.2% | -5.4% | -6.4% |
| 3M | -6.0% | -7.8% | +1.8% | -4.7% |
| 6M | +33.7% | +19.3% | +14.3% | +25.0% |
| YTD | +16.4% | +40.9% | -24.5% | +3.7% |
| 1Y | +10.1% | +54.5% | -44.4% | -4.7% |
| 3Y | -16.3% | +123.4% | -139.7% | -38.4% |
| 5Y | +2.1% | +142.3% | -140.2% | -29.8% |
| All | +228.4% | +670.4% | -442.1% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 10y: compounded portfolio wealth divided by compounded ADI 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…
10y analysis · Full analysis span regression · 6 months rolling