+2,146.5%
SNPS vs AEE
+813.9%
+1,332.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.4% |
| 7D | -11.0% | +0.3% | -11.3% | -11.1% |
| 30D | -1.7% | -2.3% | +0.5% | -1.0% |
| 3M | -20.4% | +0.2% | -20.6% | -20.7% |
| 6M | -8.6% | -4.7% | -3.9% | -7.7% |
| YTD | -16.2% | +8.1% | -24.3% | -19.1% |
| 1Y | -34.6% | +8.5% | -43.1% | -37.1% |
| 3Y | -14.5% | +48.9% | -63.4% | -27.8% |
| 5Y | +17.0% | +39.9% | -22.9% | +0.1% |
| 10Y | +560.0% | +186.5% | +373.5% | +323.6% |
| All | +2,146.5% | +813.9% | +1,332.6% | +772.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling