+136,006.1%
UNH vs ADI
+36,130.1%
+99,876.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.6% | -1.2% |
| 7D | +1.1% | +0.4% | +0.6% | +1.0% |
| 30D | -3.8% | -3.8% | 0.0% | -3.2% |
| 3M | +0.7% | -15.3% | +16.0% | +3.0% |
| 6M | +37.9% | +6.7% | +31.2% | +35.3% |
| YTD | +21.9% | +34.8% | -12.8% | +15.0% |
| 1Y | +31.4% | +49.0% | -17.7% | +21.7% |
| 3Y | -11.4% | +108.1% | -119.5% | -24.0% |
| 5Y | +2.5% | +142.4% | -139.9% | -15.4% |
| 10Y | +242.9% | +589.9% | -347.0% | +136.8% |
| All | +136,006.1% | +36,130.1% | +99,876.0% | +29,789.6% |
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 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