+691.2%
SNPS vs BUD
-8.7%
+699.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.3% | +3.4% |
| 7D | +0.2% | +1.3% | -1.1% | -0.2% |
| 30D | -8.4% | +10.0% | -18.5% | -10.8% |
| 3M | +12.3% | +1.6% | +10.7% | +11.4% |
| 6M | -9.6% | +6.5% | -16.1% | -11.6% |
| YTD | -0.6% | +34.8% | -35.4% | -9.3% |
| 1Y | +18.7% | +36.5% | -17.8% | +7.8% |
| 3Y | -7.6% | +49.0% | -56.5% | -19.4% |
| 5Y | +34.1% | +51.7% | -17.6% | +14.6% |
| 10Y | +691.2% | -7.5% | +698.8% | +642.4% |
| All | +691.2% | -8.7% | +699.9% | +642.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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