+675.0%
SNPS vs ASX
+999.3%
-324.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.6% | -6.1% | -2.2% |
| 7D | -0.2% | +0.8% | -1.0% | -1.7% |
| 30D | -8.0% | -20.4% | +12.4% | -0.7% |
| 3M | +12.5% | -2.1% | +14.6% | +10.9% |
| 6M | -10.5% | +8.2% | -18.7% | -18.5% |
| YTD | -1.6% | +137.3% | -138.9% | -37.0% |
| 1Y | +16.8% | +155.0% | -138.2% | -27.5% |
| 3Y | -10.9% | +397.9% | -408.9% | -59.9% |
| 5Y | +35.8% | +529.2% | -493.5% | -45.9% |
| 10Y | +675.0% | +1,007.5% | -332.5% | +130.6% |
| All | +675.0% | +999.3% | -324.3% | +130.6% |
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