+27.0%
NFLX vs UNH
+2.9%
+24.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -0.8% |
| 7D | -8.1% | -1.7% | -6.4% | -8.0% |
| 30D | -0.3% | -3.8% | +3.5% | -0.1% |
| 3M | -6.6% | -4.3% | -2.3% | -6.3% |
| 6M | -22.7% | +38.6% | -61.3% | -24.3% |
| YTD | -18.9% | +20.7% | -39.6% | -20.1% |
| 1Y | -39.8% | +16.0% | -55.8% | -40.6% |
| 3Y | +71.7% | -13.5% | +85.2% | +66.3% |
| All | +27.0% | +2.9% | +24.1% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling