+574.2%
SNPS vs XHB
+202.9%
+371.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +1.2% |
| 7D | -5.5% | -1.9% | -3.6% | -4.5% |
| 30D | -4.5% | -8.3% | +3.8% | +0.3% |
| 3M | -15.5% | -7.1% | -8.3% | -12.5% |
| 6M | -10.1% | -5.3% | -4.8% | -8.6% |
| YTD | -16.3% | -3.2% | -13.1% | -16.6% |
| 1Y | -34.9% | -13.9% | -21.1% | -30.5% |
| 3Y | -14.4% | +24.9% | -39.3% | -29.4% |
| 5Y | +17.9% | +34.5% | -16.6% | -8.4% |
| 10Y | +574.2% | +215.5% | +358.8% | +209.2% |
| All | +574.2% | +202.9% | +371.3% | +209.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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