+1,710.9%
SNPS vs WCC
+1,412.6%
+298.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.1% | +1.8% |
| 7D | -3.7% | -14.7% | +11.0% | -0.4% |
| 30D | -10.4% | -20.1% | +9.7% | -5.9% |
| 3M | +11.0% | -21.2% | +32.1% | +16.7% |
| 6M | -10.7% | -19.2% | +8.5% | -7.0% |
| YTD | -4.1% | +20.2% | -24.3% | -9.2% |
| 1Y | +13.7% | +14.5% | -0.7% | +8.8% |
| 3Y | -8.1% | +115.1% | -123.2% | -25.3% |
| 5Y | +32.2% | +121.5% | -89.3% | +4.5% |
| 10Y | +681.4% | +468.1% | +213.3% | +370.6% |
| All | +1,710.9% | +1,412.6% | +298.3% | +601.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling