+565.5%
SNPS vs AEE
+194.9%
+370.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.4% |
| 7D | -5.5% | +1.1% | -6.5% | -5.8% |
| 30D | -4.5% | 0.0% | -4.5% | -4.5% |
| 3M | -15.5% | -0.9% | -14.6% | -15.5% |
| 6M | -10.1% | -2.4% | -7.7% | -9.9% |
| YTD | -16.3% | +8.6% | -24.9% | -19.1% |
| 1Y | -34.9% | +10.2% | -45.1% | -37.6% |
| 3Y | -14.4% | +47.8% | -62.2% | -26.9% |
| 5Y | +17.9% | +40.1% | -22.2% | +1.8% |
| All | +565.5% | +194.9% | +370.6% | +352.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling