+645.9%
SNPS vs URA
+262.4%
+383.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.3% | +0.4% | -3.2% |
| 7D | -10.2% | -13.3% | +3.1% | -5.9% |
| 30D | -12.8% | -25.9% | +13.0% | -3.9% |
| 3M | +9.9% | -27.8% | +37.6% | +21.8% |
| 6M | -12.4% | -42.8% | +30.5% | +3.9% |
| YTD | -6.3% | -27.5% | +21.2% | +1.5% |
| 1Y | +7.6% | -35.1% | +42.8% | +20.4% |
| 3Y | -9.8% | +31.1% | -40.8% | -24.0% |
| 5Y | +29.2% | +29.8% | -0.5% | +4.8% |
| All | +645.9% | +262.4% | +383.5% | +284.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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