+2.9%
UNH vs PCAR
+168.1%
-165.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +1.1% | -0.5% | +1.6% | +1.2% |
| 30D | -3.8% | -6.2% | +2.5% | -2.5% |
| 3M | +0.7% | +5.9% | -5.2% | -0.6% |
| 6M | +37.9% | +0.4% | +37.5% | +37.2% |
| YTD | +21.9% | +14.8% | +7.1% | +17.9% |
| 1Y | +31.4% | +30.1% | +1.3% | +23.7% |
| 3Y | -11.4% | +66.7% | -78.1% | -22.6% |
| All | +2.9% | +168.1% | -165.1% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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