+70.7%
NFLX vs UNH
-14.7%
+85.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | -8.1% | -3.2% | -4.9% | -8.1% |
| 30D | +1.6% | -3.5% | +5.1% | +1.6% |
| 3M | -7.3% | -4.2% | -3.1% | -7.3% |
| 6M | -21.6% | +38.3% | -59.9% | -20.8% |
| YTD | -18.9% | +19.2% | -38.1% | -18.4% |
| 1Y | -39.1% | +15.0% | -54.0% | -38.7% |
| All | +70.7% | -14.7% | +85.4% | +67.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling