-11.5%
SNPS vs ASX
+376.6%
-388.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.2% | +1.7% |
| 7D | +5.1% | +22.1% | -17.0% | -3.2% |
| 30D | -6.4% | -23.8% | +17.3% | +2.6% |
| 3M | +12.2% | -7.6% | +19.8% | +13.1% |
| 6M | -9.8% | +6.9% | -16.8% | -18.3% |
| YTD | -1.5% | +127.7% | -129.2% | -39.2% |
| 1Y | +16.0% | +144.5% | -128.5% | -30.9% |
| All | -11.5% | +376.6% | -388.1% | -65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling