+48.4%
RSP vs SNPS
+30.3%
+18.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | +2.4% | +1.1% | +1.3% | +2.2% |
| 30D | +4.3% | -5.2% | +9.4% | +5.2% |
| 3M | -0.3% | +10.6% | -10.9% | -3.0% |
| 6M | +9.8% | -10.6% | +20.4% | +11.1% |
| YTD | +16.8% | -3.1% | +19.9% | +15.4% |
| 1Y | +19.5% | +15.6% | +3.9% | +13.4% |
| 3Y | +65.1% | -12.9% | +78.1% | +53.8% |
| All | +48.4% | +30.3% | +18.2% | +14.1% |
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