+556.6%
SNPS vs GEN
+150.2%
+406.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.3% | +0.4% |
| 7D | -5.5% | -0.7% | -4.8% | -5.3% |
| 30D | -5.8% | +2.6% | -8.4% | -6.6% |
| 3M | -17.2% | +15.8% | -33.0% | -21.3% |
| 6M | -10.4% | +33.1% | -43.5% | -19.2% |
| YTD | -16.5% | +11.3% | -27.8% | -20.3% |
| 1Y | -35.6% | +1.7% | -37.3% | -36.7% |
| 3Y | -14.6% | +58.1% | -72.8% | -27.2% |
| 5Y | +16.5% | +20.6% | -4.2% | +5.2% |
| 10Y | +556.6% | +149.0% | +407.6% | +351.7% |
| All | +556.6% | +150.2% | +406.4% | +351.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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