+14.8%
SNPS vs WU
-14.8%
+29.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.5% |
| 7D | -0.6% | +11.0% | -11.7% | -0.3% |
| 30D | -9.8% | +13.4% | -23.2% | -9.6% |
| 3M | +11.7% | +2.2% | +9.5% | +12.1% |
| 6M | -10.9% | -18.2% | +7.3% | -9.3% |
| YTD | -2.1% | -18.3% | +16.2% | -0.6% |
| 1Y | +14.8% | -12.2% | +26.9% | +14.7% |
| All | +14.8% | -14.8% | +29.5% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling