+4.6%
UNH vs ADI
+131.6%
-127.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -3.2% | +1.3% | -4.5% | -3.3% |
| 30D | -3.5% | -6.0% | +2.5% | -2.7% |
| 3M | -4.2% | -7.7% | +3.6% | -3.5% |
| 6M | +38.3% | +14.0% | +24.3% | +34.3% |
| YTD | +19.2% | +34.4% | -15.2% | +13.0% |
| 1Y | +15.0% | +48.0% | -33.0% | +7.4% |
| 3Y | -14.5% | +113.3% | -127.8% | -26.2% |
| 5Y | +4.6% | +131.1% | -126.5% | -15.6% |
| All | +4.6% | +131.6% | -127.0% | -15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling