+75.2%
SNPS vs AFRM
-25.1%
+100.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.2% | +4.5% | +2.7% |
| 7D | -3.7% | -7.3% | +3.6% | -2.5% |
| 30D | -10.4% | -9.6% | -0.8% | -9.0% |
| 3M | +11.0% | -11.1% | +22.0% | +12.7% |
| 6M | -10.7% | +3.9% | -14.6% | -12.2% |
| YTD | -4.1% | -8.5% | +4.4% | -4.3% |
| 1Y | +13.7% | +3.3% | +10.5% | +10.8% |
| 3Y | -8.1% | +213.7% | -221.8% | -29.8% |
| 5Y | +32.2% | -58.5% | +90.7% | +9.7% |
| All | +75.2% | -25.1% | +100.3% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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