+572.5%
SNPS vs NUE
+599.8%
-27.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.4% |
| 7D | +0.9% | -0.6% | +1.5% | +1.1% |
| 30D | -3.6% | -4.6% | +0.9% | -2.5% |
| 3M | -12.9% | -0.3% | -12.6% | -13.3% |
| 6M | -8.2% | +51.9% | -60.1% | -19.2% |
| YTD | -15.4% | +60.0% | -75.4% | -27.0% |
| 1Y | -9.3% | +82.9% | -92.2% | -25.1% |
| 3Y | -14.0% | +66.0% | -79.9% | -28.7% |
| 5Y | +19.5% | +149.0% | -129.4% | -14.7% |
| All | +572.5% | +599.8% | -27.3% | +216.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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