+117.9%
WFC vs SNPS
+687.7%
-569.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | -0.1% |
| 7D | -1.3% | -0.2% | -1.1% | -1.3% |
| 30D | +3.6% | -8.0% | +11.6% | +5.5% |
| 3M | -1.3% | +12.5% | -13.8% | -5.2% |
| 6M | +18.0% | -10.5% | +28.4% | +19.6% |
| YTD | -5.9% | -1.6% | -4.3% | -7.9% |
| 1Y | +1.8% | +16.8% | -15.0% | -5.1% |
| 3Y | +125.0% | -10.9% | +135.9% | +107.5% |
| 5Y | +92.0% | +35.8% | +56.2% | +46.8% |
| 10Y | +117.9% | +675.0% | -557.1% | -15.1% |
| All | +117.9% | +687.7% | -569.8% | -15.1% |
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