+675.0%
SNPS vs RACE
+741.5%
-66.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.2% | -3.9% | +3.7% | +1.8% |
| 30D | -8.0% | +6.8% | -14.9% | -11.1% |
| 3M | +12.5% | +1.3% | +11.1% | +11.3% |
| 6M | -10.5% | +26.3% | -36.7% | -21.5% |
| YTD | -1.6% | +13.8% | -15.4% | -10.1% |
| 1Y | +16.8% | -0.5% | +17.3% | +14.3% |
| 3Y | -10.9% | +25.6% | -36.6% | -26.7% |
| 5Y | +35.8% | +67.6% | -31.8% | -7.0% |
| 10Y | +675.0% | +724.7% | -49.7% | +202.3% |
| All | +675.0% | +741.5% | -66.5% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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