+17.1%
SNPS vs SUI
-32.0%
+49.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.3% |
| 7D | -11.0% | -2.8% | -8.2% | -10.2% |
| 30D | -1.7% | -1.2% | -0.6% | -1.5% |
| 3M | -20.4% | -1.7% | -18.6% | -20.3% |
| 6M | -8.6% | -10.5% | +1.9% | -5.7% |
| YTD | -16.2% | -1.8% | -14.3% | -16.5% |
| 1Y | -34.6% | -4.1% | -30.5% | -34.2% |
| 3Y | -14.5% | +11.3% | -25.7% | -21.7% |
| All | +17.1% | -32.0% | +49.1% | +51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling