+44.9%
AMZN vs SNPS
+16.9%
+28.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.9% |
| 7D | -1.0% | -5.5% | +4.5% | +1.2% |
| 30D | -9.2% | -4.5% | -4.8% | -8.4% |
| 3M | +3.4% | -15.5% | +18.8% | +9.2% |
| 6M | +18.2% | -10.1% | +28.3% | +20.2% |
| YTD | +9.3% | -16.3% | +25.6% | +13.7% |
| 1Y | +5.9% | -34.9% | +40.9% | +16.5% |
| 3Y | +82.6% | -14.4% | +97.0% | +57.0% |
| 5Y | +44.9% | +17.9% | +27.0% | -4.9% |
| All | +44.9% | +16.9% | +28.0% | -4.9% |
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 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