-35.6%
SNPS vs BUD
+35.5%
-71.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | -5.5% | +0.8% | -6.3% | -5.4% |
| 30D | -5.8% | -4.8% | -0.9% | -6.4% |
| 3M | -17.2% | +1.4% | -18.6% | -17.1% |
| 6M | -10.4% | +9.9% | -20.2% | -10.0% |
| YTD | -16.5% | +26.3% | -42.9% | -13.8% |
| 1Y | -35.6% | +36.1% | -71.8% | -33.8% |
| All | -35.6% | +35.5% | -71.1% | -33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling