+1,254.4%
AAPL vs SNPS
+585.0%
+669.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.1% |
| 7D | -0.5% | -4.6% | +4.1% | +1.4% |
| 30D | +7.1% | -3.3% | +10.4% | +7.7% |
| 3M | +12.1% | -13.8% | +25.9% | +17.5% |
| 6M | +25.4% | -8.2% | +33.6% | +26.2% |
| YTD | +20.5% | -15.4% | +35.9% | +24.2% |
| 1Y | +44.5% | +2.4% | +42.1% | +33.2% |
| 3Y | +85.8% | -13.5% | +99.3% | +59.0% |
| 5Y | +124.8% | +19.5% | +105.3% | +49.1% |
| All | +1,254.4% | +585.0% | +669.3% | +210.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling