-7.6%
SNPS vs ACWI
+74.5%
-82.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | -0.5% |
| 7D | +0.2% | +0.3% | -0.1% | -0.4% |
| 30D | -8.4% | -2.8% | -5.6% | -4.0% |
| 3M | +12.3% | -3.2% | +15.4% | +18.5% |
| 6M | -9.6% | +1.3% | -10.9% | -11.3% |
| YTD | -0.6% | +11.2% | -11.8% | -16.3% |
| 1Y | +18.7% | +13.8% | +4.9% | -3.9% |
| 3Y | -7.6% | +76.2% | -83.8% | -60.7% |
| All | -7.6% | +74.5% | -82.1% | -60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling