-20.5%
UNH vs PCOR
+49.3%
-69.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +2.4% | +2.2% | +0.2% | +2.2% |
| 30D | +7.2% | +37.4% | -30.2% | +4.1% |
| 3M | +0.5% | +33.2% | -32.7% | -2.4% |
| 6M | +3.4% | +60.6% | -57.2% | -1.7% |
| YTD | +25.2% | +6.2% | +19.0% | +23.4% |
| 1Y | +22.7% | -1.1% | +23.7% | +21.7% |
| All | -20.5% | +49.3% | -69.8% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 3y: compounded portfolio wealth divided by compounded PCOR 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…
3y analysis · Full analysis span regression · 6 months rolling