+718.9%
AVGO vs SNPS
+16.7%
+702.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.4% | +3.2% |
| 7D | -0.3% | -5.5% | +5.2% | +2.3% |
| 30D | -13.8% | -5.8% | -8.1% | -12.0% |
| 3M | -6.9% | -17.2% | +10.3% | +0.8% |
| 6M | +11.9% | -10.4% | +22.3% | +15.9% |
| YTD | +6.9% | -16.5% | +23.4% | +13.7% |
| 1Y | +7.4% | -35.6% | +43.0% | +19.7% |
| 3Y | +345.6% | -14.6% | +360.2% | +302.8% |
| 5Y | +718.9% | +16.5% | +702.4% | +512.0% |
| All | +718.9% | +16.7% | +702.1% | +512.0% |
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 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