+624.3%
ADI vs SNPS
+578.2%
+46.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +2.6% | -5.5% | +8.1% | +5.4% |
| 30D | -4.6% | -4.5% | -0.1% | -3.3% |
| 3M | -9.5% | -15.5% | +6.0% | -2.7% |
| 6M | +14.8% | -10.1% | +24.9% | +17.9% |
| YTD | +35.8% | -16.3% | +52.1% | +43.1% |
| 1Y | +48.9% | -34.9% | +83.9% | +65.7% |
| 3Y | +115.6% | -14.4% | +129.9% | +88.2% |
| 5Y | +135.1% | +17.9% | +117.2% | +58.4% |
| All | +624.3% | +578.2% | +46.1% | +39.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling