-16.3%
UNH vs PGR
+75.0%
-91.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.0% | -2.5% |
| 7D | -4.5% | -0.6% | -3.9% | -4.4% |
| 30D | -6.5% | +4.9% | -11.5% | -7.7% |
| 3M | -6.0% | +7.6% | -13.6% | -8.2% |
| 6M | +33.7% | +8.3% | +25.4% | +30.0% |
| YTD | +16.4% | +1.7% | +14.7% | +15.2% |
| 1Y | +10.1% | -6.8% | +16.9% | +11.9% |
| 3Y | -16.3% | +73.4% | -89.8% | -25.0% |
| All | -16.3% | +75.0% | -91.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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