+45.4%
NU vs SNPS
+9.9%
+35.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | -4.2% | -4.6% | +0.4% | -2.2% |
| 30D | +10.0% | -3.3% | +13.4% | +10.9% |
| 3M | +29.3% | -13.8% | +43.0% | +36.8% |
| 6M | +0.9% | -8.2% | +9.1% | +1.8% |
| YTD | -10.3% | -15.4% | +5.2% | -6.3% |
| 1Y | -3.2% | +2.4% | -5.6% | -11.2% |
| 3Y | +120.6% | -13.5% | +134.1% | +75.8% |
| All | +45.4% | +9.9% | +35.5% | -15.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling