-14.7%
UNH vs ADVB
-88.8%
+74.1%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.8% | +4.7% | +1.0% |
| 7D | +1.1% | -14.0% | +15.1% | +1.3% |
| 30D | -1.5% | +41.0% | -42.5% | -1.9% |
| 3M | -0.8% | +127.9% | -128.8% | -3.9% |
| 6M | +41.8% | +101.3% | -59.5% | +36.0% |
| YTD | +23.1% | +53.8% | -30.7% | +18.5% |
| 1Y | +28.5% | +4.4% | +24.1% | +23.7% |
| All | -14.7% | -88.8% | +74.1% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 10y: compounded portfolio wealth divided by compounded ADVB 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…
10y analysis · Full analysis span regression · 6 months rolling