+684.5%
SNPS vs GEN
+151.0%
+533.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.7% |
| 7D | -0.6% | +1.0% | -1.6% | -1.0% |
| 30D | -9.8% | +29.1% | -38.9% | -17.3% |
| 3M | +11.7% | +2.9% | +8.8% | +9.2% |
| 6M | -10.9% | +33.6% | -44.6% | -20.6% |
| YTD | -2.1% | +12.0% | -14.1% | -7.9% |
| 1Y | +14.8% | +16.2% | -1.4% | +6.6% |
| 3Y | -11.3% | +65.1% | -76.4% | -26.3% |
| 5Y | +36.2% | +33.3% | +2.9% | +18.1% |
| 10Y | +684.5% | +149.7% | +534.8% | +422.7% |
| All | +684.5% | +151.0% | +533.5% | +422.7% |
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