+68.4%
T vs SNPS
+562.2%
-493.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | -3.1% | -5.5% | +2.4% | -2.7% |
| 30D | +4.6% | -4.5% | +9.1% | +4.8% |
| 3M | +12.2% | -15.5% | +27.7% | +13.3% |
| 6M | -6.5% | -10.1% | +3.6% | -6.2% |
| YTD | +4.9% | -16.3% | +21.2% | +5.5% |
| 1Y | -10.5% | -34.9% | +24.5% | -8.8% |
| 3Y | +104.6% | -14.4% | +118.9% | +95.1% |
| 5Y | +64.2% | +17.9% | +46.3% | +42.9% |
| 10Y | +68.4% | +574.2% | -505.8% | -9.6% |
| All | +68.4% | +562.2% | -493.8% | -9.6% |
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