-34.6%
SNPS vs AMIX
-81.0%
+46.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.5% | -5.4% |
| 7D | -11.0% | -13.7% | +2.7% | -10.9% |
| 30D | -1.7% | -62.1% | +60.3% | -1.0% |
| 3M | -20.4% | -46.2% | +25.8% | -18.2% |
| 6M | -8.6% | -46.4% | +37.8% | -6.5% |
| YTD | -16.2% | -60.3% | +44.1% | -13.5% |
| 1Y | -34.6% | -79.7% | +45.1% | -23.4% |
| All | -34.6% | -81.0% | +46.4% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling