+2,424.2%
SNPS vs ASX
+3,211.4%
-787.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.6% | -5.0% | +1.5% |
| 7D | +0.2% | -12.3% | +12.5% | +3.0% |
| 30D | -8.4% | -26.0% | +17.6% | -1.9% |
| 3M | +12.3% | -8.1% | +20.4% | +13.5% |
| 6M | -9.6% | +1.4% | -11.0% | -12.5% |
| YTD | -0.6% | +115.6% | -116.1% | -20.6% |
| 1Y | +18.7% | +128.0% | -109.3% | -6.6% |
| 3Y | -7.6% | +371.4% | -379.0% | -39.7% |
| 5Y | +34.1% | +469.4% | -435.3% | -16.7% |
| 10Y | +691.2% | +842.6% | -151.4% | +327.0% |
| All | +2,424.2% | +3,211.4% | -787.3% | +739.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling