+556.6%
SNPS vs RRC
+7.9%
+548.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -5.5% | -1.2% | -4.3% | -5.4% |
| 30D | -5.8% | +9.4% | -15.2% | -6.5% |
| 3M | -17.2% | +7.4% | -24.6% | -17.8% |
| 6M | -10.4% | +1.5% | -11.8% | -10.8% |
| YTD | -16.5% | +19.4% | -35.9% | -18.2% |
| 1Y | -35.6% | +24.2% | -59.9% | -37.3% |
| 3Y | -14.6% | +32.8% | -47.4% | -17.6% |
| 5Y | +16.5% | +152.9% | -136.4% | +6.3% |
| 10Y | +556.6% | +3.9% | +552.7% | +447.5% |
| All | +556.6% | +7.9% | +548.6% | +447.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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