+1.7%
WFC vs SNPS
+15.5%
-13.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | +1.7% | +5.1% | -3.4% | +1.3% |
| 30D | +6.8% | -6.4% | +13.3% | +7.4% |
| 3M | -3.0% | +12.2% | -15.2% | -4.3% |
| 6M | +15.4% | -9.8% | +25.3% | +16.4% |
| YTD | -5.9% | -1.5% | -4.4% | -9.4% |
| 1Y | +1.7% | +16.0% | -14.4% | -7.6% |
| All | +1.7% | +15.5% | -13.8% | -7.6% |
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