+85.9%
AMZN vs SNPS
-14.2%
+100.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +0.8% | -5.5% | +6.3% | +2.3% |
| 30D | -6.4% | -5.8% | -0.6% | -5.4% |
| 3M | +4.8% | -17.2% | +22.0% | +9.6% |
| 6M | +20.5% | -10.4% | +30.9% | +22.1% |
| YTD | +11.3% | -16.5% | +27.9% | +14.7% |
| 1Y | +9.0% | -35.6% | +44.6% | +17.9% |
| 3Y | +85.9% | -14.6% | +100.5% | +50.1% |
| All | +85.9% | -14.2% | +100.1% | +50.1% |
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 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