+136,006.0%
UNH vs PCG
+103.4%
+135,902.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.4% | -1.2% |
| 7D | +1.1% | -13.9% | +14.9% | +2.6% |
| 30D | -3.8% | -16.9% | +13.1% | -2.0% |
| 3M | +0.7% | -14.7% | +15.5% | +2.3% |
| 6M | +37.9% | -23.8% | +61.7% | +41.7% |
| YTD | +21.9% | -10.5% | +32.4% | +22.8% |
| 1Y | +31.4% | -5.1% | +36.5% | +31.3% |
| 3Y | -11.4% | -11.6% | +0.2% | -11.3% |
| 5Y | +2.5% | +59.0% | -56.5% | -5.1% |
| 10Y | +242.9% | -75.7% | +318.6% | +253.1% |
| All | +136,006.0% | +103.4% | +135,902.7% | +62,467.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling