+45.2%
NU vs SNPS
+8.8%
+36.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.3% |
| 7D | -2.6% | -5.5% | +2.9% | -0.1% |
| 30D | +8.2% | -4.5% | +12.7% | +9.7% |
| 3M | +26.3% | -15.5% | +41.7% | +34.9% |
| 6M | +2.2% | -10.1% | +12.3% | +4.2% |
| YTD | -10.4% | -16.3% | +5.9% | -6.0% |
| 1Y | -3.0% | -34.9% | +32.0% | +7.3% |
| 3Y | +120.3% | -14.4% | +134.6% | +76.3% |
| All | +45.2% | +8.8% | +36.4% | -15.1% |
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