-90.4%
SNAP vs SUI
-25.7%
-64.7%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.7% | -14.7% | -14.4% |
| 7D | -10.4% | +8.8% | -19.2% | -14.4% |
| 30D | -11.9% | +8.9% | -20.9% | -16.1% |
| 3M | -4.5% | +2.0% | -6.5% | -5.6% |
| 6M | -16.7% | -0.6% | -16.1% | -16.8% |
| YTD | -36.9% | +1.3% | -38.3% | -38.0% |
| 1Y | -30.3% | +1.3% | -31.5% | -31.5% |
| 3Y | -52.5% | +16.3% | -68.8% | -59.6% |
| 5Y | -90.4% | -25.1% | -65.4% | -89.4% |
| All | -90.4% | -25.7% | -64.7% | -89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling