+663.1%
SNPS vs ASX
+754.3%
-91.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.4% | -4.1% | -0.3% |
| 7D | -3.7% | -19.9% | +16.3% | +4.3% |
| 30D | -10.4% | -30.9% | +20.5% | +2.6% |
| 3M | +11.0% | -15.1% | +26.0% | +16.1% |
| 6M | -10.7% | -6.5% | -4.2% | -13.7% |
| YTD | -4.1% | +98.4% | -102.5% | -33.7% |
| 1Y | +13.7% | +107.9% | -94.1% | -23.0% |
| 3Y | -8.1% | +325.3% | -333.3% | -55.7% |
| 5Y | +32.2% | +447.3% | -415.1% | -43.8% |
| All | +663.1% | +754.3% | -91.2% | +152.5% |
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