+574.2%
SNPS vs WEC
+141.2%
+433.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.5% |
| 7D | -5.5% | +0.4% | -5.9% | -5.5% |
| 30D | -4.5% | +0.9% | -5.4% | -4.7% |
| 3M | -15.5% | -5.3% | -10.2% | -14.7% |
| 6M | -10.1% | -6.6% | -3.5% | -9.1% |
| YTD | -16.3% | +3.3% | -19.6% | -17.5% |
| 1Y | -34.9% | +2.1% | -37.0% | -36.0% |
| 3Y | -14.4% | +39.6% | -53.9% | -23.9% |
| 5Y | +17.9% | +31.2% | -13.3% | +5.8% |
| 10Y | +574.2% | +148.4% | +425.8% | +397.3% |
| All | +574.2% | +141.2% | +433.1% | +397.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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