+684.5%
SNPS vs ACWI
+220.7%
+463.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | -0.6% | -0.2% | -0.5% | -0.4% |
| 30D | -9.8% | -3.3% | -6.5% | -5.6% |
| 3M | +11.7% | -3.4% | +15.1% | +17.3% |
| 6M | -10.9% | +0.8% | -11.8% | -11.7% |
| YTD | -2.1% | +10.7% | -12.8% | -13.7% |
| 1Y | +14.8% | +11.6% | +3.2% | +0.1% |
| 3Y | -11.3% | +73.4% | -84.7% | -54.1% |
| 5Y | +36.2% | +60.2% | -24.0% | -20.9% |
| 10Y | +684.5% | +221.6% | +462.9% | +119.6% |
| All | +684.5% | +220.7% | +463.8% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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