+660.9%
SNPS vs XEL
+187.7%
+473.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -1.7% |
| 7D | +1.1% | +2.4% | -1.4% | +0.4% |
| 30D | -5.2% | +8.3% | -13.4% | -7.3% |
| 3M | +10.6% | +4.2% | +6.4% | +9.1% |
| 6M | -10.6% | +3.7% | -14.3% | -11.8% |
| YTD | -3.1% | +13.1% | -16.1% | -7.4% |
| 1Y | +15.6% | +5.0% | +10.6% | +12.9% |
| 3Y | -12.9% | +55.0% | -67.9% | -27.5% |
| 5Y | +31.2% | +51.8% | -20.6% | +8.5% |
| All | +660.9% | +187.7% | +473.3% | +421.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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