+31.7%
SNPS vs ASX
+482.2%
-450.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -0.7% |
| 7D | +1.1% | +12.4% | -11.3% | -4.4% |
| 30D | -5.2% | -19.8% | +14.7% | +2.8% |
| 3M | +10.6% | -10.3% | +20.9% | +12.9% |
| 6M | -10.6% | +1.2% | -11.9% | -17.7% |
| YTD | -3.1% | +123.0% | -126.1% | -42.0% |
| 1Y | +15.6% | +145.4% | -129.9% | -34.3% |
| 3Y | -12.9% | +368.6% | -381.6% | -67.3% |
| All | +31.7% | +482.2% | -450.6% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling