+4,901.1%
SNPS vs BEN
+2,742.2%
+2,159.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.5% | -8.9% | -6.7% |
| 7D | -11.0% | +0.2% | -11.2% | -11.2% |
| 30D | -1.7% | -0.5% | -1.2% | -1.7% |
| 3M | -20.4% | +9.7% | -30.1% | -23.1% |
| 6M | -8.6% | +33.9% | -42.5% | -18.2% |
| YTD | -16.2% | +49.0% | -65.1% | -28.0% |
| 1Y | -34.6% | +42.1% | -76.7% | -42.7% |
| 3Y | -14.5% | +51.9% | -66.3% | -28.7% |
| 5Y | +17.0% | +39.0% | -22.1% | -0.4% |
| 10Y | +560.0% | +57.9% | +502.2% | +392.8% |
| All | +4,901.1% | +2,742.2% | +2,159.0% | +875.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling