+2.5%
WFC vs SNPS
+6.4%
-3.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +4.5% | -3.9% | +8.4% | +4.8% |
| 30D | +7.4% | -5.2% | +12.6% | +7.8% |
| 3M | -0.5% | +14.6% | -15.1% | -2.1% |
| 6M | +11.7% | -6.9% | +18.6% | +12.1% |
| YTD | -4.6% | -1.4% | -3.2% | -8.1% |
| 1Y | +2.5% | +11.2% | -8.7% | -4.8% |
| All | +2.5% | +6.4% | -3.9% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling