+1,494.0%
UNH vs SSNC
+1,037.0%
+457.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.8% | +4.8% | +2.1% |
| 7D | +1.1% | -1.8% | +2.9% | +1.6% |
| 30D | -1.5% | +1.9% | -3.4% | -2.2% |
| 3M | -0.8% | +18.4% | -19.2% | -6.3% |
| 6M | +41.8% | +7.0% | +34.9% | +37.9% |
| YTD | +23.1% | -6.9% | +30.0% | +24.5% |
| 1Y | +28.5% | -8.2% | +36.7% | +30.4% |
| 3Y | -11.8% | +50.5% | -62.3% | -24.4% |
| 5Y | +5.3% | +17.4% | -12.0% | -3.7% |
| 10Y | +247.4% | +164.9% | +82.5% | +141.4% |
| All | +1,494.0% | +1,037.0% | +457.0% | +608.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling