+681.4%
NFLX vs UNH
+235.3%
+446.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.4% |
| 7D | -1.1% | -4.5% | +3.5% | -0.1% |
| 30D | +4.3% | -6.5% | +10.8% | +5.8% |
| 3M | -4.8% | -6.0% | +1.2% | -3.5% |
| 6M | -18.4% | +33.7% | -52.1% | -24.1% |
| YTD | -17.4% | +16.4% | -33.8% | -21.3% |
| 1Y | -35.7% | +10.1% | -45.8% | -38.0% |
| 3Y | +73.8% | -16.3% | +90.1% | +68.7% |
| 5Y | +29.3% | +2.1% | +27.2% | +13.7% |
| All | +681.4% | +235.3% | +446.1% | +203.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling