+684.5%
SNPS vs ASX
+878.5%
-194.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.3% | -4.8% | -2.8% |
| 7D | -0.6% | -9.1% | +8.5% | +2.1% |
| 30D | -9.8% | -23.6% | +13.8% | -1.0% |
| 3M | +11.7% | -5.6% | +17.3% | +11.8% |
| 6M | -10.9% | +4.7% | -15.6% | -17.8% |
| YTD | -2.1% | +122.6% | -124.7% | -35.5% |
| 1Y | +14.8% | +133.0% | -118.2% | -25.9% |
| 3Y | -11.3% | +367.1% | -378.5% | -58.9% |
| 5Y | +36.2% | +504.7% | -468.5% | -44.5% |
| 10Y | +684.5% | +887.2% | -202.7% | +146.8% |
| All | +684.5% | +878.5% | -194.0% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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