+440.3%
AXP vs SNPS
+702.6%
-262.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.6% | -0.1% |
| 7D | -1.1% | +0.2% | -1.3% | -1.2% |
| 30D | +5.2% | -8.4% | +13.7% | +7.9% |
| 3M | -4.6% | +12.3% | -16.8% | -9.6% |
| 6M | +3.2% | -9.6% | +12.8% | +4.5% |
| YTD | -11.3% | -0.6% | -10.8% | -14.2% |
| 1Y | -11.0% | +18.7% | -29.7% | -19.4% |
| 3Y | +120.2% | -7.6% | +127.7% | +95.1% |
| 5Y | +91.7% | +34.1% | +57.6% | +37.4% |
| 10Y | +440.3% | +691.2% | -250.9% | +56.4% |
| All | +440.3% | +702.6% | -262.3% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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