+262.0%
TER vs SNPS
-15.3%
+277.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -5.4% | +10.9% | +7.9% |
| 7D | +0.6% | -11.0% | +11.6% | +5.7% |
| 30D | -8.3% | -1.7% | -6.5% | -8.1% |
| 3M | -12.2% | -20.4% | +8.1% | -3.3% |
| 6M | +17.1% | -8.6% | +25.7% | +20.8% |
| YTD | +84.7% | -16.2% | +100.8% | +96.3% |
| 1Y | +199.9% | -34.6% | +234.5% | +236.0% |
| All | +262.0% | -15.3% | +277.4% | +218.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling