+5,775.4%
SNPS vs FISV
+5,783.7%
-8.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.8% | +3.9% | +1.5% |
| 7D | +5.1% | -2.0% | +7.1% | +5.8% |
| 30D | -6.4% | +31.8% | -38.2% | -16.2% |
| 3M | +12.2% | +19.3% | -7.1% | +3.6% |
| 6M | -9.8% | +12.1% | -21.9% | -15.8% |
| YTD | -1.5% | -8.4% | +6.9% | -1.3% |
| 1Y | +16.0% | -4.5% | +20.5% | +14.4% |
| 3Y | -10.8% | -49.4% | +38.6% | +2.1% |
| 5Y | +33.3% | -39.0% | +72.3% | +41.5% |
| 10Y | +675.9% | +22.3% | +653.6% | +535.5% |
| All | +5,775.4% | +5,783.7% | -8.2% | +1,562.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling