+556.6%
SNPS vs MUB
+17.9%
+538.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | -5.5% | -0.3% | -5.2% | -5.2% |
| 30D | -5.8% | -1.5% | -4.2% | -4.0% |
| 3M | -17.2% | -1.9% | -15.3% | -15.2% |
| 6M | -10.4% | -1.7% | -8.7% | -8.4% |
| YTD | -16.5% | -0.8% | -15.8% | -15.7% |
| 1Y | -35.6% | +1.5% | -37.1% | -36.8% |
| 3Y | -14.6% | +8.8% | -23.4% | -23.6% |
| 5Y | +16.5% | +2.0% | +14.5% | +12.5% |
| 10Y | +556.6% | +18.0% | +538.6% | +483.5% |
| All | +556.6% | +17.9% | +538.7% | +483.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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