+572.5%
SNPS vs SU
+267.2%
+305.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.9% | +2.2% | -1.3% | +0.5% |
| 30D | -3.6% | +8.4% | -12.1% | -5.0% |
| 3M | -12.9% | +12.1% | -25.0% | -14.9% |
| 6M | -8.2% | +19.7% | -27.9% | -11.7% |
| YTD | -15.4% | +58.4% | -73.8% | -22.7% |
| 1Y | -9.3% | +67.2% | -76.5% | -18.0% |
| 3Y | -14.0% | +125.0% | -139.0% | -27.4% |
| 5Y | +19.5% | +355.1% | -335.5% | -12.9% |
| All | +572.5% | +267.2% | +305.3% | +392.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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