+136,006.0%
UNH vs PTC
+6,346.6%
+129,659.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.0% | +5.1% | -0.1% |
| 7D | +1.1% | -10.3% | +11.3% | +2.6% |
| 30D | -3.8% | +1.1% | -4.9% | -4.1% |
| 3M | +0.7% | +1.6% | -0.9% | 0.0% |
| 6M | +37.9% | -13.5% | +51.3% | +39.9% |
| YTD | +21.9% | -19.1% | +41.0% | +24.7% |
| 1Y | +31.4% | -33.9% | +65.3% | +38.3% |
| 3Y | -11.4% | -3.9% | -7.5% | -12.8% |
| 5Y | +2.5% | +6.0% | -3.5% | -1.7% |
| 10Y | +242.9% | +223.7% | +19.1% | +172.8% |
| All | +136,006.0% | +6,346.6% | +129,659.4% | +25,200.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling