+691.2%
SNPS vs CASY
+551.3%
+139.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.5% |
| 7D | +0.2% | +3.6% | -3.4% | -0.7% |
| 30D | -8.4% | +7.2% | -15.6% | -10.3% |
| 3M | +12.3% | -16.9% | +29.2% | +16.7% |
| 6M | -9.6% | -19.3% | +9.7% | -6.4% |
| YTD | -0.6% | +25.6% | -26.2% | -11.0% |
| 1Y | +18.7% | +30.2% | -11.5% | +4.6% |
| 3Y | -7.6% | +154.9% | -162.4% | -36.1% |
| 5Y | +34.1% | +252.1% | -218.0% | -18.2% |
| 10Y | +691.2% | +535.8% | +155.4% | +299.1% |
| All | +691.2% | +551.3% | +139.9% | +299.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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