+572.5%
SNPS vs AZO
+296.8%
+275.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | +0.9% | -3.6% | +4.5% | +2.0% |
| 30D | -3.6% | -5.6% | +1.9% | -2.2% |
| 3M | -12.9% | -6.6% | -6.3% | -11.6% |
| 6M | -8.2% | -22.5% | +14.3% | -1.7% |
| YTD | -15.4% | -15.2% | -0.2% | -12.1% |
| 1Y | -9.3% | -33.9% | +24.6% | +1.3% |
| 3Y | -14.0% | +11.8% | -25.8% | -20.0% |
| 5Y | +19.5% | +85.5% | -66.0% | -6.9% |
| All | +572.5% | +296.8% | +275.7% | +347.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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