+13.7%
SNPS vs CASY
+32.0%
-18.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.3% |
| 7D | -3.7% | +1.1% | -4.8% | -3.5% |
| 30D | -10.4% | +8.7% | -19.1% | -9.4% |
| 3M | +11.0% | -17.3% | +28.3% | +7.9% |
| 6M | -10.7% | -19.7% | +9.0% | -12.6% |
| YTD | -4.1% | +24.8% | -28.9% | +0.1% |
| 1Y | +13.7% | +31.9% | -18.2% | +24.6% |
| All | +13.7% | +32.0% | -18.3% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling