+572.5%
SNPS vs AU
+699.0%
-126.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | 0.0% |
| 7D | +0.9% | -4.3% | +5.2% | +1.2% |
| 30D | -3.6% | +7.3% | -10.9% | -4.2% |
| 3M | -12.9% | +26.3% | -39.2% | -14.7% |
| 6M | -8.2% | +1.8% | -10.0% | -8.9% |
| YTD | -15.4% | +26.8% | -42.2% | -17.6% |
| 1Y | -9.3% | +66.7% | -76.0% | -13.5% |
| 3Y | -14.0% | +579.1% | -593.0% | -27.4% |
| 5Y | +19.5% | +689.3% | -669.8% | -1.6% |
| All | +572.5% | +699.0% | -126.5% | +486.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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