+660.9%
SNPS vs RACE
+729.2%
-68.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.3% |
| 7D | +1.1% | -1.2% | +2.3% | +1.6% |
| 30D | -5.2% | +6.1% | -11.3% | -8.1% |
| 3M | +10.6% | -0.3% | +10.8% | +10.3% |
| 6M | -10.6% | +23.4% | -34.0% | -20.8% |
| YTD | -3.1% | +12.5% | -15.6% | -11.0% |
| 1Y | +15.6% | -0.5% | +16.0% | +12.9% |
| 3Y | -12.9% | +23.6% | -36.6% | -27.8% |
| 5Y | +31.2% | +65.4% | -34.3% | -9.6% |
| All | +660.9% | +729.2% | -68.2% | +193.1% |
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