+10.1%
UNH vs ADM
+45.4%
-35.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.3% |
| 7D | -4.5% | +2.5% | -7.0% | -4.8% |
| 30D | -6.5% | +9.5% | -16.0% | -7.6% |
| 3M | -6.0% | +10.6% | -16.6% | -7.2% |
| 6M | +33.7% | +24.0% | +9.6% | +28.9% |
| YTD | +16.4% | +54.0% | -37.6% | +6.4% |
| 1Y | +10.1% | +45.3% | -35.2% | +1.3% |
| All | +10.1% | +45.4% | -35.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 1y: compounded portfolio wealth divided by compounded ADM 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…
1y analysis · Full analysis span regression · 6 months rolling