+684.5%
SNPS vs WCC
+460.5%
+224.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -0.6% | -9.9% | +9.3% | +2.1% |
| 30D | -9.8% | -13.4% | +3.6% | -6.3% |
| 3M | +11.7% | -13.5% | +25.2% | +16.0% |
| 6M | -10.9% | -10.6% | -0.3% | -9.0% |
| YTD | -2.1% | +30.1% | -32.2% | -11.0% |
| 1Y | +14.8% | +22.3% | -7.6% | +6.1% |
| 3Y | -11.3% | +130.3% | -141.6% | -33.8% |
| 5Y | +36.2% | +144.5% | -108.3% | -3.1% |
| 10Y | +684.5% | +431.8% | +252.7% | +346.3% |
| All | +684.5% | +460.5% | +224.0% | +346.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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