+6.5%
UNH vs PCOR
-30.9%
+37.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.3% | +3.3% | -0.7% |
| 7D | +1.1% | -9.0% | +10.0% | +1.7% |
| 30D | -3.8% | +4.2% | -7.9% | -4.2% |
| 3M | +0.7% | +14.4% | -13.7% | -0.5% |
| 6M | +37.9% | +0.2% | +37.7% | +37.0% |
| YTD | +21.9% | -20.3% | +42.2% | +23.0% |
| 1Y | +31.4% | -16.1% | +47.5% | +31.9% |
| 3Y | -11.4% | -14.7% | +3.3% | -11.9% |
| 5Y | +2.5% | -43.2% | +45.7% | +0.9% |
| All | +6.5% | -30.9% | +37.4% | +5.5% |
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