+134,607.8%
UNH vs PNC
+4,015.6%
+130,592.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | -1.7% | -0.7% | -0.9% | -1.5% |
| 30D | -3.8% | -4.4% | +0.6% | -2.6% |
| 3M | -4.3% | +4.5% | -8.8% | -5.5% |
| 6M | +38.6% | +19.1% | +19.6% | +31.8% |
| YTD | +20.7% | +18.0% | +2.7% | +14.7% |
| 1Y | +16.0% | +24.1% | -8.1% | +8.6% |
| 3Y | -13.5% | +130.0% | -143.5% | -33.4% |
| 5Y | +3.5% | +50.4% | -46.9% | -12.0% |
| 10Y | +245.3% | +271.3% | -25.9% | +119.4% |
| All | +134,607.8% | +4,015.6% | +130,592.2% | +29,777.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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