+645.9%
SNPS vs SUI
+118.9%
+527.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -5.1% |
| 7D | -10.2% | +8.8% | -18.9% | -12.8% |
| 30D | -12.8% | +8.9% | -21.8% | -15.8% |
| 3M | +9.9% | +2.0% | +7.8% | +8.4% |
| 6M | -12.4% | -0.6% | -11.7% | -13.1% |
| YTD | -6.3% | +1.3% | -7.6% | -8.2% |
| 1Y | +7.6% | +1.3% | +6.4% | +5.3% |
| 3Y | -9.8% | +16.3% | -26.0% | -18.7% |
| 5Y | +29.2% | -25.1% | +54.3% | +40.4% |
| All | +645.9% | +118.9% | +527.0% | +472.5% |
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