+16.3%
SNPS vs AMIX
-89.8%
+106.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.8% | -10.3% | -1.6% |
| 7D | -0.6% | +11.4% | -12.1% | -0.7% |
| 30D | -9.8% | -40.5% | +30.7% | -9.5% |
| 3M | +11.7% | -80.1% | +91.8% | +13.0% |
| 6M | -10.9% | -74.8% | +63.9% | -9.3% |
| YTD | -2.1% | -84.0% | +81.9% | -0.1% |
| All | +16.3% | -89.8% | +106.0% | +18.9% |
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