+36.2%
SNPS vs AMC
-99.1%
+135.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.6% |
| 7D | -0.6% | +5.5% | -6.1% | -1.1% |
| 30D | -9.8% | +16.1% | -25.9% | -10.9% |
| 3M | +11.7% | +43.0% | -31.3% | +8.4% |
| 6M | -10.9% | +130.7% | -141.6% | -17.9% |
| YTD | -2.1% | +121.8% | -123.9% | -9.9% |
| 1Y | +14.8% | +40.7% | -25.9% | +9.0% |
| 3Y | -11.3% | -56.8% | +45.5% | -11.4% |
| 5Y | +36.2% | -99.1% | +135.3% | +82.0% |
| All | +36.2% | -99.1% | +135.3% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling