+4,901.1%
SNPS vs GEN
+1,492.6%
+3,408.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.9% |
| 7D | -11.0% | -1.2% | -9.8% | -10.7% |
| 30D | -1.7% | +10.1% | -11.9% | -4.1% |
| 3M | -20.4% | +16.1% | -36.4% | -23.5% |
| 6M | -8.6% | +38.9% | -47.5% | -16.3% |
| YTD | -16.2% | +14.4% | -30.6% | -19.4% |
| 1Y | -34.6% | +5.9% | -40.4% | -35.8% |
| 3Y | -14.5% | +58.8% | -73.3% | -24.7% |
| 5Y | +17.0% | +24.7% | -7.7% | +7.7% |
| 10Y | +560.0% | +163.1% | +397.0% | +382.9% |
| All | +4,901.1% | +1,492.6% | +3,408.6% | +1,648.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling