+250.1%
SPOT vs SNPS
+390.1%
-140.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.7% |
| 7D | -6.9% | -4.6% | -2.3% | -4.9% |
| 30D | +4.1% | -3.3% | +7.5% | +4.5% |
| 3M | +3.7% | -13.8% | +17.5% | +8.9% |
| 6M | -1.6% | -8.2% | +6.6% | -0.7% |
| YTD | -10.2% | -15.4% | +5.3% | -6.6% |
| 1Y | -25.9% | +2.4% | -28.3% | -32.2% |
| 3Y | +235.6% | -13.5% | +249.1% | +180.4% |
| 5Y | +110.6% | +19.5% | +91.1% | +37.1% |
| All | +250.1% | +390.1% | -140.0% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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