+574.2%
SNPS vs BEN
+53.7%
+520.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.9% |
| 7D | -5.5% | +3.4% | -8.8% | -6.7% |
| 30D | -4.5% | +1.8% | -6.3% | -5.2% |
| 3M | -15.5% | +8.4% | -23.9% | -18.1% |
| 6M | -10.1% | +35.6% | -45.7% | -20.0% |
| YTD | -16.3% | +46.4% | -62.6% | -27.7% |
| 1Y | -34.9% | +46.3% | -81.3% | -43.7% |
| 3Y | -14.4% | +54.6% | -69.0% | -29.2% |
| 5Y | +17.9% | +39.4% | -21.5% | -0.8% |
| 10Y | +574.2% | +57.6% | +516.7% | +408.3% |
| All | +574.2% | +53.7% | +520.6% | +408.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling