+660.9%
SNPS vs FISV
+26.5%
+634.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -3.1% |
| 7D | +1.1% | +1.4% | -0.4% | +0.4% |
| 30D | -5.2% | +38.4% | -43.6% | -17.7% |
| 3M | +10.6% | +14.9% | -4.4% | +3.2% |
| 6M | -10.6% | +21.8% | -32.4% | -19.8% |
| YTD | -3.1% | -5.0% | +2.0% | -3.7% |
| 1Y | +15.6% | -1.2% | +16.7% | +12.7% |
| 3Y | -12.9% | -47.5% | +34.6% | -3.8% |
| 5Y | +31.2% | -36.7% | +67.9% | +26.9% |
| All | +660.9% | +26.5% | +634.4% | +359.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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