-12.9%
SNPS vs GEN
+67.9%
-80.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.4% |
| 7D | +1.1% | +2.0% | -1.0% | +0.3% |
| 30D | -5.2% | +27.7% | -32.9% | -13.6% |
| 3M | +10.6% | +3.3% | +7.3% | +8.3% |
| 6M | -10.6% | +31.8% | -42.4% | -22.0% |
| YTD | -3.1% | +13.5% | -16.6% | -10.5% |
| 1Y | +15.6% | +16.0% | -0.5% | +5.5% |
| 3Y | -12.9% | +70.6% | -83.5% | -30.7% |
| All | -12.9% | +67.9% | -80.9% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling