+138,844.2%
UNH vs PTC
+8,866.4%
+129,977.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -1.6% | +0.5% | -2.1% | -1.6% |
| 30D | +6.5% | +0.9% | +5.6% | +6.3% |
| 3M | +0.8% | +30.4% | -29.6% | -3.9% |
| 6M | +6.1% | +34.4% | -28.4% | +0.2% |
| YTD | +24.5% | +12.6% | +11.9% | +20.4% |
| 1Y | +26.3% | +10.2% | +16.1% | +22.6% |
| 3Y | -20.7% | +29.4% | -50.1% | -25.8% |
| 5Y | -3.6% | +63.7% | -67.3% | -13.8% |
| 10Y | +225.1% | +316.9% | -91.8% | +147.3% |
| All | +138,844.2% | +8,866.4% | +129,977.8% | +24,330.2% |
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