+3.5%
UNH vs PTC
-0.9%
+4.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.3% | -1.6% |
| 7D | -1.7% | -13.6% | +11.9% | 0.0% |
| 30D | -3.8% | -14.7% | +10.8% | -2.2% |
| 3M | -4.3% | -5.9% | +1.6% | -4.1% |
| 6M | +38.6% | -21.1% | +59.8% | +42.0% |
| YTD | +20.7% | -26.0% | +46.7% | +24.6% |
| 1Y | +16.0% | -36.8% | +52.8% | +22.4% |
| 3Y | -13.5% | -10.3% | -3.2% | -16.0% |
| 5Y | +3.5% | +1.2% | +2.3% | -5.0% |
| All | +3.5% | -0.9% | +4.4% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 5y: compounded portfolio wealth divided by compounded PTC 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…
5y analysis · Full analysis span regression · 6 months rolling