+660.9%
SNPS vs WPM
+749.7%
-88.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.4% | -1.6% |
| 7D | +1.1% | -3.6% | +4.6% | +1.6% |
| 30D | -5.2% | +1.4% | -6.6% | -5.5% |
| 3M | +10.6% | -0.2% | +10.7% | +10.2% |
| 6M | -10.6% | -7.3% | -3.3% | -10.2% |
| YTD | -3.1% | +12.3% | -15.4% | -6.4% |
| 1Y | +15.6% | +24.9% | -9.3% | +9.7% |
| 3Y | -12.9% | +210.4% | -223.3% | -29.8% |
| 5Y | +31.2% | +210.4% | -179.2% | +3.8% |
| All | +660.9% | +749.7% | -88.7% | +471.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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