+5,768.2%
SNPS vs BEN
+2,901.0%
+2,867.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.5% |
| 7D | -0.2% | +7.2% | -7.4% | -2.7% |
| 30D | -8.0% | +14.1% | -22.2% | -12.5% |
| 3M | +12.5% | +9.9% | +2.5% | +8.4% |
| 6M | -10.5% | +17.4% | -27.9% | -15.9% |
| YTD | -1.6% | +57.3% | -58.9% | -17.3% |
| 1Y | +16.8% | +66.9% | -50.1% | -3.9% |
| 3Y | -10.9% | +85.7% | -96.6% | -31.0% |
| 5Y | +35.8% | +31.2% | +4.6% | +18.4% |
| 10Y | +675.0% | +61.0% | +613.9% | +476.6% |
| All | +5,768.2% | +2,901.0% | +2,867.2% | +1,020.3% |
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