+572.1%
SNPS vs AEE
+191.3%
+380.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.4% |
| 7D | -4.6% | -0.7% | -3.9% | -4.4% |
| 30D | -3.3% | -2.0% | -1.4% | -2.8% |
| 3M | -13.8% | -2.8% | -10.9% | -13.3% |
| 6M | -8.2% | -3.6% | -4.6% | -7.7% |
| YTD | -15.4% | +7.3% | -22.8% | -18.0% |
| 1Y | +2.4% | +8.7% | -6.3% | -1.4% |
| 3Y | -13.5% | +46.0% | -59.5% | -25.9% |
| 5Y | +19.5% | +39.8% | -20.3% | +3.1% |
| All | +572.1% | +191.3% | +380.9% | +358.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling