+258.1%
AVGO vs SNPS
-10.0%
+268.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.5% |
| 7D | 0.0% | -0.6% | +0.6% | +0.4% |
| 30D | -8.2% | -9.8% | +1.6% | -4.3% |
| 3M | -21.3% | +11.7% | -33.0% | -25.3% |
| 6M | -22.5% | -10.9% | -11.6% | -19.8% |
| YTD | -3.6% | -2.1% | -1.5% | -4.8% |
| 1Y | -6.7% | +14.8% | -21.4% | -13.4% |
| 3Y | +258.1% | -11.3% | +269.5% | +204.1% |
| All | +258.1% | -10.0% | +268.1% | +204.1% |
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