+675.0%
SNPS vs PCG
-76.4%
+751.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | -0.2% | -2.2% | +2.1% | 0.0% |
| 30D | -8.0% | -0.5% | -7.6% | -8.0% |
| 3M | +12.5% | -24.0% | +36.4% | +14.2% |
| 6M | -10.5% | -18.6% | +8.1% | -9.6% |
| YTD | -1.6% | -17.7% | +16.1% | -0.8% |
| 1Y | +16.8% | -20.0% | +36.8% | +18.0% |
| 3Y | -10.9% | -20.2% | +9.3% | -10.4% |
| 5Y | +35.8% | +8.4% | +27.4% | +33.5% |
| 10Y | +675.0% | -76.4% | +751.4% | +650.6% |
| All | +675.0% | -76.4% | +751.4% | +650.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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