+675.0%
SNPS vs AEIS
+375.1%
+299.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.5% | -4.0% | -1.2% |
| 7D | -0.2% | +9.5% | -9.7% | -3.9% |
| 30D | -8.0% | -17.5% | +9.5% | -2.3% |
| 3M | +12.5% | -29.3% | +41.7% | +25.7% |
| 6M | -10.5% | -34.7% | +24.2% | +0.1% |
| YTD | -1.6% | +10.7% | -12.3% | -13.8% |
| 1Y | +16.8% | +7.4% | +9.4% | +3.5% |
| 3Y | -10.9% | +161.1% | -172.1% | -47.5% |
| 5Y | +35.8% | +150.7% | -114.9% | -20.3% |
| 10Y | +675.0% | +360.8% | +314.1% | +201.4% |
| All | +675.0% | +375.1% | +299.9% | +201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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