-7.6%
SNPS vs WU
-21.7%
+14.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.7% |
| 7D | +0.2% | +9.1% | -8.9% | -0.8% |
| 30D | -8.4% | +12.1% | -20.5% | -9.8% |
| 3M | +12.3% | +0.3% | +11.9% | +12.1% |
| 6M | -9.6% | -19.1% | +9.6% | -6.9% |
| YTD | -0.6% | -19.2% | +18.6% | +2.1% |
| 1Y | +18.7% | -15.3% | +34.0% | +20.4% |
| 3Y | -7.6% | -21.3% | +13.8% | -5.9% |
| All | -7.6% | -21.7% | +14.2% | -5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling