+6.3%
UNH vs PCOR
-10.3%
+16.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -3.2% | +22.7% | -25.9% | -4.6% |
| 30D | +4.8% | +37.5% | -32.6% | +2.4% |
| 3M | -1.8% | +35.2% | -37.0% | -4.1% |
| 6M | +8.6% | +42.2% | -33.6% | +5.3% |
| YTD | +21.8% | +3.6% | +18.2% | +20.4% |
| 1Y | +25.8% | -4.8% | +30.6% | +25.1% |
| 3Y | -21.3% | +48.3% | -69.7% | -24.4% |
| 5Y | -5.3% | -20.1% | +14.7% | -8.6% |
| All | +6.3% | -10.3% | +16.7% | +3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling