-10.1%
SNPS vs ASX
+298.6%
-308.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -20.8% | +15.9% | +3.3% |
| 7D | -10.2% | -33.3% | +23.1% | +4.4% |
| 30D | -12.8% | -36.5% | +23.6% | +3.0% |
| 3M | +9.9% | -19.2% | +29.0% | +17.0% |
| 6M | -12.4% | -10.2% | -2.1% | -14.9% |
| YTD | -6.3% | +86.5% | -92.7% | -37.1% |
| 1Y | +7.6% | +89.6% | -82.0% | -28.5% |
| All | -10.1% | +298.6% | -308.7% | -61.6% |
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 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