+77.0%
SNPS vs AFRM
-28.4%
+105.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | +1.1% | -4.4% | +5.5% | +1.8% |
| 30D | -5.2% | -7.7% | +2.5% | -4.0% |
| 3M | +10.6% | -16.9% | +27.4% | +13.6% |
| 6M | -10.6% | +2.5% | -13.1% | -11.8% |
| YTD | -3.1% | -12.5% | +9.4% | -2.6% |
| 1Y | +15.6% | -11.0% | +26.6% | +15.6% |
| 3Y | -12.9% | +184.6% | -197.5% | -32.2% |
| 5Y | +31.2% | -56.3% | +87.5% | +9.0% |
| All | +77.0% | -28.4% | +105.4% | +40.9% |
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