+143.3%
AAPL vs SNPS
+30.3%
+113.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.8% |
| 7D | +4.1% | +1.1% | +3.1% | +3.8% |
| 30D | +4.0% | -5.2% | +9.1% | +5.2% |
| 3M | +16.8% | +10.6% | +6.2% | +12.1% |
| 6M | +19.4% | -10.6% | +30.0% | +21.2% |
| YTD | +31.5% | -3.1% | +34.6% | +28.7% |
| 1Y | +31.0% | +15.6% | +15.4% | +20.7% |
| 3Y | +95.3% | -12.9% | +108.2% | +75.9% |
| All | +143.3% | +30.3% | +113.0% | +67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling