+19,976.3%
UNH vs SNPS
+5,427.6%
+14,548.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.4% | 0.0% |
| 7D | +1.1% | -11.0% | +12.1% | +3.1% |
| 30D | -3.8% | -1.7% | -2.0% | -3.8% |
| 3M | +0.7% | -20.4% | +21.1% | +4.2% |
| 6M | +37.9% | -8.6% | +46.5% | +38.7% |
| YTD | +21.9% | -16.2% | +38.1% | +24.1% |
| 1Y | +31.4% | -34.6% | +66.0% | +36.5% |
| 3Y | -11.4% | -14.5% | +3.1% | -14.8% |
| 5Y | +2.5% | +17.0% | -14.5% | -9.0% |
| 10Y | +242.9% | +560.0% | -317.2% | +119.7% |
| All | +19,976.3% | +5,427.6% | +14,548.7% | +6,986.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling