+5,491.2%
SNPS vs GEN
+1,490.0%
+4,001.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.7% |
| 7D | -10.2% | +8.5% | -18.7% | -12.0% |
| 30D | -12.8% | +34.2% | -47.0% | -19.4% |
| 3M | +9.9% | +10.0% | -0.1% | +6.1% |
| 6M | -12.4% | +56.8% | -69.1% | -23.0% |
| YTD | -6.3% | +14.2% | -20.5% | -10.9% |
| 1Y | +7.6% | +20.8% | -13.2% | +0.9% |
| 3Y | -9.8% | +84.1% | -93.8% | -24.1% |
| 5Y | +29.2% | +37.1% | -7.9% | +15.0% |
| 10Y | +663.8% | +171.5% | +492.3% | +449.1% |
| All | +5,491.2% | +1,490.0% | +4,001.3% | +1,834.4% |
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