+63,920.8%
AAPL vs SNPS
+5,427.6%
+58,493.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.4% | +2.9% | -0.8% |
| 7D | +0.1% | -11.0% | +11.1% | +3.7% |
| 30D | +3.0% | -1.7% | +4.7% | +2.9% |
| 3M | +2.9% | -20.4% | +23.2% | +9.3% |
| 6M | +22.1% | -8.6% | +30.7% | +23.1% |
| YTD | +18.0% | -16.2% | +34.2% | +21.4% |
| 1Y | +33.9% | -34.6% | +68.5% | +43.0% |
| 3Y | +71.2% | -14.5% | +85.6% | +61.8% |
| 5Y | +112.6% | +17.0% | +95.6% | +78.6% |
| 10Y | +1,198.8% | +560.0% | +638.7% | +544.1% |
| All | +63,920.8% | +5,427.6% | +58,493.2% | +16,710.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling