+36.2%
SNPS vs ACWI
+59.2%
-23.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.8% |
| 7D | -0.6% | -0.2% | -0.5% | -0.4% |
| 30D | -9.8% | -3.3% | -6.5% | -5.0% |
| 3M | +11.7% | -3.4% | +15.1% | +18.0% |
| 6M | -10.9% | +0.8% | -11.8% | -11.9% |
| YTD | -2.1% | +10.7% | -12.8% | -15.7% |
| 1Y | +14.8% | +11.6% | +3.2% | -2.4% |
| 3Y | -11.3% | +73.4% | -84.7% | -59.0% |
| 5Y | +36.2% | +60.2% | -24.0% | -22.3% |
| All | +36.2% | +59.2% | -23.0% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling