+216.1%
UNH vs SNPS
+635.4%
-419.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.9% |
| 7D | +3.4% | +1.1% | +2.3% | +3.2% |
| 30D | +3.0% | -5.2% | +8.1% | +3.8% |
| 3M | +2.7% | +10.6% | -7.8% | -0.2% |
| 6M | +2.8% | -10.6% | +13.4% | +3.8% |
| YTD | +25.9% | -3.1% | +29.0% | +24.1% |
| 1Y | +25.8% | +15.6% | +10.2% | +19.2% |
| 3Y | -20.0% | -12.9% | -7.1% | -25.5% |
| 5Y | -2.8% | +31.2% | -34.0% | -24.9% |
| All | +216.1% | +635.4% | -419.3% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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