+2,660.6%
AVGO vs SNPS
+635.4%
+2,025.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.6% | -3.1% | -3.9% |
| 7D | +18.2% | +1.1% | +17.1% | +17.6% |
| 30D | +0.2% | -5.2% | +5.4% | +3.4% |
| 3M | -16.8% | +10.6% | -27.3% | -22.7% |
| 6M | -16.5% | -10.6% | -5.8% | -13.0% |
| YTD | +0.8% | -3.1% | +3.9% | -1.3% |
| 1Y | +2.8% | +15.6% | -12.7% | -9.1% |
| 3Y | +278.5% | -12.9% | +291.5% | +241.9% |
| 5Y | +573.1% | +31.2% | +541.9% | +341.2% |
| All | +2,660.6% | +635.4% | +2,025.2% | +408.0% |
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