-37.8%
NFLX vs UNH
+33.2%
-71.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -5.3% |
| 7D | -4.2% | +1.1% | -5.3% | -4.3% |
| 30D | +5.5% | -3.8% | +9.2% | +5.8% |
| 3M | -4.1% | +0.7% | -4.8% | -3.9% |
| 6M | -20.7% | +37.9% | -58.6% | -21.8% |
| YTD | -16.5% | +21.9% | -38.5% | -18.0% |
| 1Y | -37.8% | +31.4% | -69.2% | -38.3% |
| All | -37.8% | +33.2% | -71.0% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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