-20.0%
UNH vs ADI
+144.2%
-164.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.3% | +0.8% |
| 7D | +3.4% | +9.5% | -6.1% | +2.7% |
| 30D | +3.0% | -1.4% | +4.4% | +3.0% |
| 3M | +2.7% | +4.7% | -2.0% | +2.2% |
| 6M | +2.8% | -7.4% | +10.2% | +3.1% |
| YTD | +25.9% | +48.1% | -22.2% | +20.0% |
| 1Y | +25.8% | +69.6% | -43.8% | +18.6% |
| 3Y | -20.0% | +144.4% | -164.4% | -22.3% |
| All | -20.0% | +144.2% | -164.3% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling