+660.9%
SNPS vs GRMN
+628.7%
+32.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.1% |
| 7D | +1.1% | -0.9% | +1.9% | +1.5% |
| 30D | -5.2% | +1.2% | -6.3% | -6.1% |
| 3M | +10.6% | -8.9% | +19.5% | +15.0% |
| 6M | -10.6% | +23.0% | -33.6% | -21.5% |
| YTD | -3.1% | +41.2% | -44.3% | -21.6% |
| 1Y | +15.6% | +47.5% | -31.9% | -8.6% |
| 3Y | -12.9% | +155.8% | -168.7% | -53.2% |
| 5Y | +31.2% | +120.2% | -89.0% | -24.0% |
| All | +660.9% | +628.7% | +32.2% | +154.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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