+140,402.7%
UNH vs ADI
+39,702.6%
+100,700.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.3% | +1.0% |
| 7D | +3.4% | +9.5% | -6.1% | +1.8% |
| 30D | +3.0% | -1.4% | +4.4% | +3.0% |
| 3M | +2.7% | +4.7% | -2.0% | +1.5% |
| 6M | +2.8% | -7.4% | +10.2% | +3.0% |
| YTD | +25.9% | +48.1% | -22.2% | +16.4% |
| 1Y | +25.8% | +69.6% | -43.8% | +13.7% |
| 3Y | -20.0% | +144.4% | -164.4% | -33.4% |
| 5Y | -2.8% | +134.1% | -137.0% | -19.6% |
| 10Y | +228.7% | +632.8% | -404.0% | +123.8% |
| All | +140,402.7% | +39,702.6% | +100,700.1% | +30,156.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling