-78.2%
SNAP vs SUI
+93.1%
-171.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.6% | +7.2% |
| 7D | -9.8% | -2.4% | -7.4% | -8.7% |
| 30D | -18.2% | +3.3% | -21.6% | -19.8% |
| 3M | -3.1% | +0.7% | -3.8% | -3.5% |
| 6M | -7.1% | -4.1% | -3.0% | -5.5% |
| YTD | -33.8% | -1.8% | -32.0% | -33.8% |
| 1Y | -39.0% | -4.1% | -35.0% | -38.3% |
| 3Y | -52.8% | +17.4% | -70.2% | -59.0% |
| 5Y | -90.0% | -27.0% | -63.0% | -88.7% |
| All | -78.2% | +93.1% | -171.3% | -81.6% |
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