+136,006.0%
UNH vs ADM
+1,908.9%
+134,097.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +1.1% | +3.8% | -2.7% | 0.0% |
| 30D | -3.8% | +9.8% | -13.5% | -6.5% |
| 3M | +0.7% | +2.1% | -1.4% | -0.2% |
| 6M | +37.9% | +27.5% | +10.4% | +27.5% |
| YTD | +21.9% | +50.2% | -28.3% | +7.3% |
| 1Y | +31.4% | +40.6% | -9.2% | +17.5% |
| 3Y | -11.4% | +17.2% | -28.6% | -18.9% |
| 5Y | +2.5% | +61.9% | -59.4% | -16.5% |
| 10Y | +242.9% | +159.3% | +83.6% | +136.7% |
| All | +136,006.0% | +1,908.9% | +134,097.2% | +37,615.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling