+142.7%
WFC vs SNPS
+585.0%
-442.3%
-64.5%
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% | -0.5% |
| 7D | +0.3% | -4.6% | +4.9% | +1.4% |
| 30D | +2.3% | -3.3% | +5.6% | +2.6% |
| 3M | +9.8% | -13.8% | +23.5% | +13.2% |
| 6M | +15.6% | -8.2% | +23.8% | +16.2% |
| YTD | -2.4% | -15.4% | +13.0% | -0.2% |
| 1Y | +13.8% | +2.4% | +11.4% | +9.2% |
| 3Y | +134.6% | -13.5% | +148.1% | +116.2% |
| 5Y | +127.9% | +19.5% | +108.5% | +80.1% |
| All | +142.7% | +585.0% | -442.3% | -5.9% |
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 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