+673.5%
SNPS vs GEN
+147.0%
+526.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +1.1% |
| 7D | +5.1% | -3.0% | +8.1% | +6.0% |
| 30D | -6.4% | +24.7% | -31.1% | -13.2% |
| 3M | +12.2% | +4.1% | +8.1% | +9.3% |
| 6M | -9.8% | +36.0% | -45.9% | -20.1% |
| YTD | -1.5% | +10.9% | -12.3% | -7.1% |
| 1Y | +16.0% | +12.2% | +3.9% | +8.9% |
| 3Y | -10.8% | +63.3% | -74.1% | -25.6% |
| 5Y | +33.3% | +29.0% | +4.3% | +16.7% |
| All | +673.5% | +147.0% | +526.5% | +411.0% |
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