+79.7%
SNPS vs AFRM
-25.4%
+105.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | 0.0% |
| 7D | -0.2% | -10.3% | +10.1% | +1.6% |
| 30D | -8.0% | -13.7% | +5.7% | -5.9% |
| 3M | +12.5% | -11.6% | +24.0% | +14.3% |
| 6M | -10.5% | +2.1% | -12.6% | -11.6% |
| YTD | -1.6% | -8.9% | +7.2% | -1.8% |
| 1Y | +16.8% | -9.7% | +26.5% | +16.5% |
| 3Y | -10.9% | +202.5% | -213.4% | -31.4% |
| 5Y | +35.8% | -55.3% | +91.1% | +12.2% |
| All | +79.7% | -25.4% | +105.1% | +42.0% |
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