+25.8%
UNH vs SNPS
+14.9%
+10.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.6% |
| 7D | +3.4% | +1.1% | +2.3% | +3.3% |
| 30D | +3.0% | -5.2% | +8.1% | +3.2% |
| 3M | +2.7% | +10.6% | -7.8% | +2.1% |
| 6M | +2.8% | -10.6% | +13.4% | +4.3% |
| YTD | +25.9% | -3.1% | +29.0% | +24.6% |
| 1Y | +25.8% | +15.6% | +10.2% | +22.2% |
| All | +25.8% | +14.9% | +10.9% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling