-7.6%
SNPS vs BEN
+77.1%
-84.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.3% | -2.7% | +1.0% |
| 7D | +0.2% | +12.2% | -12.0% | -4.6% |
| 30D | -8.4% | +12.1% | -20.5% | -12.8% |
| 3M | +12.3% | +7.3% | +5.0% | +8.7% |
| 6M | -9.6% | +17.9% | -27.5% | -15.9% |
| YTD | -0.6% | +55.4% | -56.0% | -18.0% |
| 1Y | +18.7% | +69.3% | -50.6% | -5.4% |
| 3Y | -7.6% | +82.8% | -90.4% | -29.8% |
| All | -7.6% | +77.1% | -84.7% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling