-30.3%
SNAP vs SUI
+1.3%
-31.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.7% | -14.7% | -14.2% |
| 7D | -10.4% | +8.8% | -19.2% | -12.8% |
| 30D | -11.9% | +8.9% | -20.9% | -14.3% |
| 3M | -4.5% | +2.0% | -6.5% | -5.1% |
| 6M | -16.7% | -0.6% | -16.1% | -17.3% |
| YTD | -36.9% | +1.3% | -38.3% | -37.2% |
| 1Y | -30.3% | +1.3% | -31.5% | -30.6% |
| All | -30.3% | +1.3% | -31.6% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling