-7.6%
SNPS vs RIO
+58.5%
-66.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.5% | +2.4% |
| 7D | +0.2% | +4.4% | -4.2% | -1.4% |
| 30D | -8.4% | -8.9% | +0.4% | -5.2% |
| 3M | +12.3% | -12.7% | +24.9% | +17.8% |
| 6M | -9.6% | -16.2% | +6.6% | -3.8% |
| YTD | -0.6% | +13.4% | -14.0% | -8.1% |
| 1Y | +18.7% | +30.9% | -12.2% | +2.7% |
| 3Y | -7.6% | +60.2% | -67.7% | -30.0% |
| All | -7.6% | +58.5% | -66.1% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 3y: compounded portfolio wealth divided by compounded RIO 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…
3y analysis · Full analysis span regression · 6 months rolling