+663.1%
SNPS vs URI
+1,374.0%
-710.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +2.0% |
| 7D | -3.7% | -9.8% | +6.1% | -0.6% |
| 30D | -10.4% | +1.7% | -12.1% | -10.9% |
| 3M | +11.0% | -9.1% | +20.0% | +14.0% |
| 6M | -10.7% | +9.9% | -20.6% | -14.1% |
| YTD | -4.1% | +31.2% | -35.3% | -14.6% |
| 1Y | +13.7% | +25.9% | -12.2% | +2.6% |
| 3Y | -8.1% | +147.4% | -155.4% | -34.1% |
| 5Y | +32.2% | +179.7% | -147.6% | -11.5% |
| All | +663.1% | +1,374.0% | -710.9% | +256.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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