+142.9%
ADI vs SNPS
+35.4%
+107.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.8% |
| 7D | +0.7% | -0.2% | +0.9% | +1.0% |
| 30D | +0.7% | -8.0% | +8.7% | +4.2% |
| 3M | +6.5% | +12.5% | -6.0% | +0.9% |
| 6M | -2.7% | -10.5% | +7.8% | +0.4% |
| YTD | +52.2% | -1.6% | +53.8% | +49.0% |
| 1Y | +77.5% | +16.8% | +60.6% | +61.5% |
| 3Y | +148.8% | -10.9% | +159.7% | +120.8% |
| 5Y | +142.9% | +35.8% | +107.1% | +59.1% |
| All | +142.9% | +35.4% | +107.4% | +59.1% |
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 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