+17.1%
SNPS vs ACWI
+67.7%
-50.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | -11.0% | +0.5% | -11.5% | -11.6% |
| 30D | -1.7% | +0.9% | -2.6% | -2.8% |
| 3M | -20.4% | +2.4% | -22.7% | -23.1% |
| 6M | -8.6% | +12.4% | -21.0% | -23.4% |
| YTD | -16.2% | +15.2% | -31.3% | -32.1% |
| 1Y | -34.6% | +22.7% | -57.3% | -51.6% |
| 3Y | -14.5% | +75.8% | -90.2% | -61.5% |
| All | +17.1% | +67.7% | -50.6% | -39.3% |
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