+19.8%
SNPS vs UUUU
+79.1%
-59.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.0% | +0.8% |
| 7D | +0.9% | -10.5% | +11.4% | +2.6% |
| 30D | -3.6% | -10.5% | +6.9% | -2.1% |
| 3M | -12.9% | -14.1% | +1.2% | -11.4% |
| 6M | -8.2% | -35.5% | +27.3% | -3.6% |
| YTD | -15.4% | -10.9% | -4.5% | -17.3% |
| 1Y | -9.3% | +3.4% | -12.6% | -16.4% |
| 3Y | -14.0% | +73.1% | -87.1% | -33.0% |
| All | +19.8% | +79.1% | -59.3% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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