+673.5%
SNPS vs SPXU
-99.5%
+773.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -0.9% | +0.6% |
| 7D | +5.1% | -9.4% | +14.4% | +1.0% |
| 30D | -6.4% | +7.4% | -13.9% | -2.4% |
| 3M | +12.2% | +6.2% | +6.1% | +17.2% |
| 6M | -9.8% | -7.2% | -2.6% | -10.1% |
| YTD | -1.5% | -26.8% | +25.3% | -9.1% |
| 1Y | +16.0% | -26.3% | +42.3% | +8.0% |
| 3Y | -10.8% | -80.6% | +69.8% | -43.9% |
| 5Y | +33.3% | -83.6% | +116.9% | -3.7% |
| All | +673.5% | -99.5% | +773.0% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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