+1,567.8%
SNPS vs MUB
+78.1%
+1,489.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -5.1% |
| 7D | -10.2% | +0.9% | -11.1% | -10.6% |
| 30D | -12.8% | +3.8% | -16.6% | -14.6% |
| 3M | +9.9% | -0.4% | +10.3% | +10.0% |
| 6M | -12.4% | -0.5% | -11.9% | -12.2% |
| YTD | -6.3% | +0.2% | -6.5% | -6.4% |
| 1Y | +7.6% | +0.9% | +6.7% | +7.2% |
| 3Y | -9.8% | +11.7% | -21.4% | -15.0% |
| 5Y | +29.2% | +3.3% | +25.9% | +25.9% |
| 10Y | +663.8% | +20.6% | +643.2% | +622.6% |
| All | +1,567.8% | +78.1% | +1,489.7% | +1,334.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling