+663.2%
SNPS vs SUI
+118.5%
+544.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.8% |
| 7D | -3.7% | +6.2% | -9.9% | -5.7% |
| 30D | -10.4% | +8.6% | -19.0% | -13.4% |
| 3M | +11.0% | +1.0% | +10.0% | +9.8% |
| 6M | -10.7% | -2.6% | -8.1% | -10.8% |
| YTD | -4.1% | -0.1% | -4.0% | -5.6% |
| 1Y | +13.7% | +0.5% | +13.2% | +11.5% |
| 3Y | -8.1% | +15.3% | -23.3% | -17.0% |
| 5Y | +32.2% | -26.1% | +58.3% | +44.4% |
| All | +663.2% | +118.5% | +544.8% | +488.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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