-7.1%
UNH vs PCG
+12.6%
-19.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.1% |
| 7D | -3.2% | -1.6% | -1.6% | -2.9% |
| 30D | +4.8% | +1.4% | +3.4% | +4.6% |
| 3M | -1.8% | -23.4% | +21.6% | +1.7% |
| 6M | +8.6% | -19.4% | +28.0% | +11.5% |
| YTD | +21.8% | -18.5% | +40.2% | +24.4% |
| 1Y | +25.8% | -19.5% | +45.4% | +28.9% |
| 3Y | -21.3% | -21.0% | -0.3% | -20.3% |
| All | -7.1% | +12.6% | -19.7% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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