+675.0%
SNPS vs EXC
+197.6%
+477.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -0.2% | -1.4% | +1.2% | +0.2% |
| 30D | -8.0% | +8.3% | -16.3% | -10.4% |
| 3M | +12.5% | +2.6% | +9.8% | +11.3% |
| 6M | -10.5% | +5.2% | -15.7% | -12.4% |
| YTD | -1.6% | +7.5% | -9.2% | -5.1% |
| 1Y | +16.8% | +3.2% | +13.7% | +14.2% |
| 3Y | -10.9% | +29.5% | -40.5% | -22.2% |
| 5Y | +35.8% | +39.7% | -3.9% | +12.9% |
| 10Y | +675.0% | +200.1% | +474.9% | +394.1% |
| All | +675.0% | +197.6% | +477.4% | +394.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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