+557.2%
SNPS vs ASX
+856.9%
-299.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.5% |
| 7D | -11.0% | -0.7% | -10.3% | -10.8% |
| 30D | -1.7% | +2.0% | -3.7% | -2.6% |
| 3M | -20.4% | -1.3% | -19.0% | -22.1% |
| 6M | -8.6% | +71.4% | -80.1% | -30.5% |
| YTD | -16.2% | +135.3% | -151.5% | -44.8% |
| 1Y | -34.6% | +267.5% | -302.1% | -65.0% |
| 3Y | -14.5% | +388.5% | -402.9% | -60.3% |
| 5Y | +17.0% | +417.1% | -400.1% | -48.9% |
| All | +557.2% | +856.9% | -299.7% | +111.5% |
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