+210.3%
RSP vs SNPS
+647.5%
-437.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +1.8% | +5.1% | -3.3% | +0.4% |
| 30D | +3.5% | -6.4% | +9.9% | +5.1% |
| 3M | +0.2% | +12.2% | -12.0% | -4.0% |
| 6M | +9.1% | -9.8% | +19.0% | +10.5% |
| YTD | +16.6% | -1.5% | +18.1% | +13.9% |
| 1Y | +17.9% | +16.0% | +1.9% | +9.5% |
| 3Y | +64.6% | -10.8% | +75.4% | +50.1% |
| 5Y | +48.4% | +33.3% | +15.1% | +10.5% |
| All | +210.3% | +647.5% | -437.1% | +6.9% |
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 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