+691.2%
SNPS vs WEC
+178.6%
+512.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.5% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | -8.4% | +12.9% | -21.4% | -10.7% |
| 3M | +12.3% | +9.8% | +2.5% | +10.0% |
| 6M | -9.6% | +6.7% | -16.3% | -11.1% |
| YTD | -0.6% | +14.0% | -14.6% | -4.1% |
| 1Y | +18.7% | +7.3% | +11.4% | +16.1% |
| 3Y | -7.6% | +63.8% | -71.4% | -21.1% |
| 5Y | +34.1% | +54.8% | -20.7% | +15.3% |
| 10Y | +691.2% | +185.7% | +505.5% | +475.0% |
| All | +691.2% | +178.6% | +512.6% | +475.0% |
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