+2,761.7%
AVGO vs SNPS
+585.0%
+2,176.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.5% |
| 7D | +1.0% | -4.6% | +5.6% | +3.6% |
| 30D | -13.3% | -3.3% | -9.9% | -12.5% |
| 3M | -2.9% | -13.8% | +10.9% | +4.1% |
| 6M | +5.7% | -8.2% | +13.9% | +8.4% |
| YTD | +4.6% | -15.4% | +20.1% | +11.3% |
| 1Y | -1.6% | +2.4% | -4.1% | -9.1% |
| 3Y | +336.2% | -13.5% | +349.7% | +291.1% |
| 5Y | +695.6% | +19.5% | +676.2% | +448.1% |
| All | +2,761.7% | +585.0% | +2,176.7% | +474.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling