+36.5%
UNH vs SNOW
+34.3%
+2.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.1% | -2.4% |
| 7D | -4.5% | -2.4% | -2.1% | -4.5% |
| 30D | -6.5% | -1.0% | -5.5% | -6.6% |
| 3M | -6.0% | +36.9% | -42.8% | -6.9% |
| 6M | +33.7% | +83.4% | -49.7% | +30.9% |
| YTD | +16.4% | +50.0% | -33.6% | +14.4% |
| 1Y | +10.1% | +46.5% | -36.4% | +8.3% |
| 3Y | -16.3% | +93.3% | -109.6% | -18.6% |
| 5Y | +2.1% | +3.3% | -1.2% | -1.2% |
| All | +36.5% | +34.3% | +2.2% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 10y: compounded portfolio wealth divided by compounded SNOW 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…
10y analysis · Full analysis span regression · 6 months rolling