-78.5%
SNAP vs SUI
+93.5%
-172.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.3% |
| 7D | +6.0% | -1.5% | +7.5% | +6.9% |
| 30D | -13.8% | +3.7% | -17.5% | -15.6% |
| 3M | -0.8% | -0.4% | -0.4% | -0.7% |
| 6M | -6.2% | -2.8% | -3.5% | -5.3% |
| YTD | -34.8% | -1.6% | -33.2% | -34.9% |
| 1Y | -38.7% | -2.1% | -36.6% | -38.7% |
| 3Y | -53.5% | +18.5% | -71.9% | -59.7% |
| 5Y | -90.2% | -26.5% | -63.7% | -89.0% |
| All | -78.5% | +93.5% | -172.0% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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