-14.4%
UNH vs NXT
+168.4%
-182.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.2% |
| 7D | -3.2% | -2.6% | -0.6% | -3.2% |
| 30D | -3.5% | -22.4% | +19.0% | -3.8% |
| 3M | -4.2% | -27.3% | +23.2% | -4.6% |
| 6M | +38.3% | -28.5% | +66.8% | +37.8% |
| YTD | +19.2% | -6.6% | +25.8% | +19.7% |
| 1Y | +15.0% | +20.4% | -5.4% | +16.5% |
| 3Y | -14.5% | +90.9% | -105.4% | -12.0% |
| All | -14.4% | +168.4% | -182.8% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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