-16.3%
UNH vs SSNC
+49.3%
-65.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.7% |
| 7D | -4.5% | -4.0% | -0.5% | -3.9% |
| 30D | -6.5% | +0.5% | -7.1% | -6.7% |
| 3M | -6.0% | +18.9% | -24.9% | -9.3% |
| 6M | +33.7% | +10.8% | +22.8% | +30.7% |
| YTD | +16.4% | -7.1% | +23.5% | +18.0% |
| 1Y | +10.1% | -9.6% | +19.7% | +12.1% |
| 3Y | -16.3% | +51.1% | -67.4% | -21.8% |
| All | -16.3% | +49.3% | -65.6% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling