+684.5%
SNPS vs BEN
+55.0%
+629.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.9% |
| 7D | -0.6% | +12.1% | -12.8% | -4.9% |
| 30D | -9.8% | +13.4% | -23.2% | -14.1% |
| 3M | +11.7% | +9.4% | +2.4% | +7.7% |
| 6M | -10.9% | +19.3% | -30.2% | -17.0% |
| YTD | -2.1% | +57.3% | -59.3% | -18.0% |
| 1Y | +14.8% | +69.1% | -54.3% | -6.5% |
| 3Y | -11.3% | +85.6% | -97.0% | -31.8% |
| 5Y | +36.2% | +32.9% | +3.3% | +15.2% |
| 10Y | +684.5% | +58.3% | +626.2% | +480.1% |
| All | +684.5% | +55.0% | +629.5% | +480.1% |
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