+228.4%
UNH vs SSNC
+173.6%
+54.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.9% |
| 7D | -4.5% | -4.0% | -0.5% | -3.3% |
| 30D | -6.5% | +0.5% | -7.1% | -6.8% |
| 3M | -6.0% | +18.9% | -24.9% | -11.9% |
| 6M | +33.7% | +10.8% | +22.8% | +28.0% |
| YTD | +16.4% | -7.1% | +23.5% | +18.1% |
| 1Y | +10.1% | -9.6% | +19.7% | +12.6% |
| 3Y | -16.3% | +51.1% | -67.4% | -30.1% |
| 5Y | +2.1% | +19.7% | -17.6% | -8.5% |
| All | +228.4% | +173.6% | +54.8% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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