+675.0%
SNPS vs URI
+1,246.1%
-571.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | -0.9% |
| 7D | -0.2% | +2.6% | -2.8% | -1.0% |
| 30D | -8.0% | +9.1% | -17.1% | -10.7% |
| 3M | +12.5% | +1.0% | +11.5% | +11.7% |
| 6M | -10.5% | +23.3% | -33.8% | -17.1% |
| YTD | -1.6% | +43.3% | -44.9% | -15.1% |
| 1Y | +16.8% | +35.9% | -19.1% | +2.6% |
| 3Y | -10.9% | +158.6% | -169.6% | -37.5% |
| 5Y | +35.8% | +213.1% | -177.3% | -13.0% |
| 10Y | +675.0% | +1,213.1% | -538.1% | +251.5% |
| All | +675.0% | +1,246.1% | -571.1% | +251.5% |
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