+574.2%
SNPS vs IAU
+221.5%
+352.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | -5.5% | +0.2% | -5.6% | -5.5% |
| 30D | -4.5% | +0.2% | -4.7% | -4.5% |
| 3M | -15.5% | +3.3% | -18.8% | -16.0% |
| 6M | -10.1% | -14.6% | +4.5% | -7.3% |
| YTD | -16.3% | +1.9% | -18.2% | -17.1% |
| 1Y | -34.9% | +20.9% | -55.8% | -38.1% |
| 3Y | -14.4% | +127.5% | -141.8% | -30.4% |
| 5Y | +17.9% | +141.9% | -124.0% | -6.9% |
| 10Y | +574.2% | +222.8% | +351.5% | +435.5% |
| All | +574.2% | +221.5% | +352.7% | +435.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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