+236.3%
UNH vs SNPS
+585.0%
-348.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | -3.2% | -4.6% | +1.4% | -2.3% |
| 30D | -3.5% | -3.3% | -0.1% | -3.2% |
| 3M | -4.2% | -13.8% | +9.6% | -1.9% |
| 6M | +38.3% | -8.2% | +46.5% | +38.9% |
| YTD | +19.2% | -15.4% | +34.7% | +21.4% |
| 1Y | +15.0% | +2.4% | +12.5% | +11.2% |
| 3Y | -14.5% | -13.5% | -1.0% | -21.5% |
| 5Y | +4.6% | +19.5% | -14.9% | -18.3% |
| All | +236.3% | +585.0% | -348.7% | +26.8% |
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