+2,683.6%
MUU vs SNPS
-25.3%
+2,708.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.2% |
| 7D | +15.0% | -5.5% | +20.5% | +20.0% |
| 30D | +36.8% | -4.5% | +41.3% | +39.1% |
| 3M | -8.5% | -15.5% | +7.0% | +4.1% |
| 6M | +320.7% | -10.1% | +330.8% | +366.2% |
| YTD | +599.7% | -16.3% | +616.0% | +731.5% |
| 1Y | +2,569.2% | -34.9% | +2,604.1% | +3,352.4% |
| All | +2,683.6% | -25.3% | +2,708.8% | +2,540.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling