+2,789.9%
AVGO vs SNPS
+578.2%
+2,211.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | -0.8% | -5.5% | +4.7% | +2.2% |
| 30D | -13.7% | -4.5% | -9.3% | -12.3% |
| 3M | -6.9% | -15.5% | +8.5% | +0.9% |
| 6M | +5.8% | -10.1% | +15.8% | +9.7% |
| YTD | +5.7% | -16.3% | +22.0% | +13.1% |
| 1Y | +9.0% | -34.9% | +44.0% | +21.5% |
| 3Y | +340.5% | -14.4% | +354.9% | +297.2% |
| 5Y | +711.1% | +17.9% | +693.2% | +463.2% |
| All | +2,789.9% | +578.2% | +2,211.7% | +483.2% |
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