+12.3%
WFC vs SNPS
-33.5%
+45.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.3% | +1.3% |
| 7D | +3.8% | -11.0% | +14.8% | +4.6% |
| 30D | +1.5% | -1.7% | +3.2% | +1.4% |
| 3M | +10.9% | -20.4% | +31.2% | +12.4% |
| 6M | +8.4% | -8.6% | +17.0% | +8.3% |
| YTD | -1.9% | -16.2% | +14.3% | -1.8% |
| 1Y | +12.3% | -34.6% | +46.9% | +13.0% |
| All | +12.3% | -33.5% | +45.8% | +13.0% |
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