+1,251.0%
BE vs SNPS
+16.7%
+1,234.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.5% | +10.1% | +9.9% |
| 7D | +29.8% | -5.5% | +35.3% | +33.0% |
| 30D | +26.4% | -5.8% | +32.1% | +28.7% |
| 3M | +9.3% | -17.2% | +26.5% | +18.6% |
| 6M | +105.1% | -10.4% | +115.4% | +111.6% |
| YTD | +219.0% | -16.5% | +235.6% | +240.9% |
| 1Y | +418.8% | -35.6% | +454.4% | +483.5% |
| 3Y | +1,784.6% | -14.6% | +1,799.2% | +1,393.4% |
| 5Y | +1,251.0% | +16.5% | +1,234.5% | +639.9% |
| All | +1,251.0% | +16.7% | +1,234.2% | +639.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling