+660.9%
SNPS vs MUB
+21.8%
+639.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.2% |
| 7D | +1.1% | -1.3% | +2.3% | +2.6% |
| 30D | -5.2% | +2.2% | -7.3% | -7.7% |
| 3M | +10.6% | -1.6% | +12.2% | +12.6% |
| 6M | -10.6% | -1.3% | -9.3% | -9.3% |
| YTD | -3.1% | -0.7% | -2.4% | -2.3% |
| 1Y | +15.6% | -0.2% | +15.8% | +15.9% |
| 3Y | -12.9% | +9.6% | -22.6% | -23.2% |
| 5Y | +31.2% | +2.6% | +28.6% | +25.7% |
| All | +660.9% | +21.8% | +639.1% | +543.7% |
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