+645.9%
SNPS vs BIL
+25.5%
+620.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | -10.2% | -0.3% | -9.9% | -10.2% |
| 30D | -12.8% | 0.0% | -12.8% | -12.8% |
| 3M | +9.9% | +0.6% | +9.3% | +10.3% |
| 6M | -12.4% | +1.5% | -13.9% | -12.0% |
| YTD | -6.3% | +2.7% | -9.0% | -6.5% |
| 1Y | +7.6% | +3.3% | +4.3% | +7.0% |
| 3Y | -9.8% | +13.5% | -23.2% | -30.5% |
| 5Y | +29.2% | +19.7% | +9.5% | -24.6% |
| All | +645.9% | +25.5% | +620.4% | +321.8% |
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