+78.2%
AAPL vs SNPS
-14.5%
+92.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | -3.0% | -5.5% | +2.5% | -2.0% |
| 30D | +2.3% | -4.5% | +6.8% | +2.8% |
| 3M | +8.6% | -15.5% | +24.1% | +11.5% |
| 6M | +21.6% | -10.1% | +31.6% | +22.6% |
| YTD | +16.3% | -16.3% | +32.6% | +18.4% |
| 1Y | +35.1% | -34.9% | +70.0% | +42.2% |
| All | +78.2% | -14.5% | +92.7% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling