+11.2%
SNPS vs BEN
+56.2%
-45.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -2.1% |
| 7D | -3.9% | +6.7% | -10.7% | -6.7% |
| 30D | -5.2% | +3.0% | -8.2% | -6.5% |
| 3M | +14.6% | -4.3% | +19.0% | +17.0% |
| 6M | -6.9% | +16.4% | -23.3% | -13.7% |
| YTD | -1.4% | +46.8% | -48.2% | -18.7% |
| 1Y | +11.2% | +57.3% | -46.2% | -9.9% |
| All | +11.2% | +56.2% | -45.1% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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