+1,387.2%
SNPS vs UUUU
-91.9%
+1,479.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.5% |
| 7D | -5.5% | +2.8% | -8.3% | -5.7% |
| 30D | -5.8% | +3.4% | -9.2% | -6.0% |
| 3M | -17.2% | -3.9% | -13.3% | -17.2% |
| 6M | -10.4% | -23.2% | +12.8% | -9.4% |
| YTD | -16.5% | +0.6% | -17.1% | -17.7% |
| 1Y | -35.6% | +22.9% | -58.5% | -38.0% |
| 3Y | -14.6% | +98.6% | -113.3% | -22.2% |
| 5Y | +16.5% | +130.2% | -113.8% | +3.3% |
| 10Y | +556.6% | +519.5% | +37.1% | +425.4% |
| All | +1,387.2% | -91.9% | +1,479.1% | +1,065.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling