+660.9%
SNPS vs WCC
+431.3%
+229.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | 0.0% | -1.1% |
| 7D | +1.1% | +9.9% | -8.9% | -1.7% |
| 30D | -5.2% | -8.4% | +3.3% | -3.0% |
| 3M | +10.6% | -10.3% | +20.9% | +13.6% |
| 6M | -10.6% | -10.5% | -0.1% | -8.7% |
| YTD | -3.1% | +32.2% | -35.3% | -12.4% |
| 1Y | +15.6% | +25.5% | -10.0% | +6.0% |
| 3Y | -12.9% | +134.7% | -147.6% | -35.3% |
| 5Y | +31.2% | +139.9% | -108.7% | -6.4% |
| All | +660.9% | +431.3% | +229.6% | +322.6% |
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