+275.0%
SNPS vs AVTR
+5.6%
+269.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | +1.1% | +0.5% | +0.6% | +0.9% |
| 30D | -5.2% | -1.0% | -4.1% | -4.9% |
| 3M | +10.6% | +12.2% | -1.6% | +6.2% |
| 6M | -10.6% | +97.5% | -108.1% | -29.9% |
| YTD | -3.1% | +35.6% | -38.7% | -14.5% |
| 1Y | +15.6% | +32.8% | -17.3% | +2.4% |
| 3Y | -12.9% | -16.5% | +3.6% | -15.1% |
| 5Y | +31.2% | -59.1% | +90.3% | +65.3% |
| All | +275.0% | +5.6% | +269.4% | +261.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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