+119.7%
AXP vs SNPS
-9.8%
+129.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -1.4% |
| 7D | +0.4% | -10.2% | +10.6% | +2.3% |
| 30D | +7.0% | -12.8% | +19.9% | +9.6% |
| 3M | -6.6% | +9.9% | -16.4% | -9.0% |
| 6M | +3.5% | -12.4% | +15.8% | +5.1% |
| YTD | -11.2% | -6.3% | -4.9% | -11.7% |
| 1Y | -10.2% | +7.6% | -17.8% | -13.4% |
| All | +119.7% | -9.8% | +129.5% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling