+557.2%
SNPS vs BIL
+25.2%
+532.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | -11.0% | +0.1% | -11.1% | -11.0% |
| 30D | -1.7% | +0.3% | -2.1% | -1.6% |
| 3M | -20.4% | +0.9% | -21.3% | -20.2% |
| 6M | -8.6% | +1.8% | -10.5% | -8.8% |
| YTD | -16.2% | +2.4% | -18.6% | -16.7% |
| 1Y | -34.6% | +3.7% | -38.3% | -35.6% |
| 3Y | -14.5% | +14.2% | -28.6% | -36.9% |
| 5Y | +17.0% | +19.4% | -2.4% | -31.2% |
| All | +557.2% | +25.2% | +532.0% | +276.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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