+675.0%
SNPS vs IWD
+205.2%
+469.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | 0.0% |
| 7D | -0.2% | -0.6% | +0.4% | +0.5% |
| 30D | -8.0% | +3.6% | -11.6% | -11.3% |
| 3M | +12.5% | +2.7% | +9.8% | +9.4% |
| 6M | -10.5% | +13.2% | -23.7% | -21.2% |
| YTD | -1.6% | +26.8% | -28.4% | -22.7% |
| 1Y | +16.8% | +29.3% | -12.5% | -10.0% |
| 3Y | -10.9% | +85.1% | -96.1% | -50.9% |
| 5Y | +35.8% | +74.2% | -38.4% | -19.7% |
| 10Y | +675.0% | +204.6% | +470.4% | +188.7% |
| All | +675.0% | +205.2% | +469.7% | +188.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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