+65,302.9%
NFLX vs UNH
+2,273.5%
+63,029.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -5.1% |
| 7D | -4.2% | +1.1% | -5.3% | -4.5% |
| 30D | +5.5% | -3.8% | +9.2% | +6.6% |
| 3M | -4.1% | +0.7% | -4.8% | -4.4% |
| 6M | -20.7% | +37.9% | -58.6% | -28.1% |
| YTD | -16.5% | +21.9% | -38.5% | -22.5% |
| 1Y | -37.8% | +31.4% | -69.2% | -43.7% |
| 3Y | +77.9% | -11.4% | +89.3% | +69.9% |
| 5Y | +32.5% | +2.5% | +30.0% | +19.0% |
| 10Y | +703.6% | +242.9% | +460.7% | +366.9% |
| All | +65,302.9% | +2,273.5% | +63,029.4% | +19,705.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling