+574.2%
SNPS vs WU
-40.9%
+615.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | -5.5% | -4.9% | -0.5% | -4.1% |
| 30D | -4.5% | -1.3% | -3.2% | -4.2% |
| 3M | -15.5% | -3.6% | -11.9% | -16.2% |
| 6M | -10.1% | -24.3% | +14.3% | -3.9% |
| YTD | -16.3% | -21.1% | +4.8% | -11.9% |
| 1Y | -34.9% | -10.3% | -24.6% | -34.5% |
| 3Y | -14.4% | -28.4% | +14.0% | -9.5% |
| 5Y | +17.9% | -51.2% | +69.1% | +40.3% |
| 10Y | +574.2% | -39.6% | +613.9% | +580.0% |
| All | +574.2% | -40.9% | +615.1% | +580.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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