+28.0%
NU vs SNPS
+25.9%
+2.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.6% | +13.4% | +12.5% |
| 7D | +9.9% | +1.1% | +8.8% | +9.3% |
| 30D | -11.5% | -5.2% | -6.3% | -10.1% |
| 3M | -5.1% | +10.6% | -15.6% | -11.1% |
| 6M | +3.1% | -10.6% | +13.7% | +5.5% |
| YTD | -21.0% | -3.1% | -17.9% | -23.4% |
| 1Y | -15.2% | +15.6% | -30.8% | -25.3% |
| 3Y | +56.4% | -12.9% | +69.4% | +30.9% |
| All | +28.0% | +25.9% | +2.1% | -30.9% |
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