+675.0%
SNPS vs ACWI
+227.3%
+447.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | -1.0% |
| 7D | -0.2% | -0.7% | +0.5% | +0.7% |
| 30D | -8.0% | -2.0% | -6.0% | -5.4% |
| 3M | +12.5% | -2.2% | +14.6% | +16.1% |
| 6M | -10.5% | +1.9% | -12.4% | -12.4% |
| YTD | -1.6% | +12.0% | -13.6% | -14.6% |
| 1Y | +16.8% | +12.5% | +4.3% | +0.8% |
| 3Y | -10.9% | +75.4% | -86.3% | -54.6% |
| 5Y | +35.8% | +61.5% | -25.7% | -22.1% |
| 10Y | +675.0% | +227.1% | +447.9% | +108.2% |
| All | +675.0% | +227.3% | +447.6% | +108.2% |
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