+684.5%
SNPS vs SUI
+117.1%
+567.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.4% |
| 7D | -0.6% | +3.4% | -4.1% | -1.9% |
| 30D | -9.8% | +4.6% | -14.4% | -11.7% |
| 3M | +11.7% | +1.6% | +10.1% | +10.3% |
| 6M | -10.9% | -3.5% | -7.5% | -10.8% |
| YTD | -2.1% | -1.0% | -1.1% | -3.4% |
| 1Y | +14.8% | -1.7% | +16.5% | +13.5% |
| 3Y | -11.3% | +18.4% | -29.7% | -20.9% |
| 5Y | +36.2% | -26.3% | +62.6% | +48.9% |
| 10Y | +684.5% | +123.3% | +561.2% | +497.3% |
| All | +684.5% | +117.1% | +567.4% | +497.3% |
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