+29,187.3%
AVGO vs SNPS
+2,221.8%
+26,965.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.8% |
| 7D | 0.0% | -0.6% | +0.6% | +0.6% |
| 30D | -8.2% | -9.8% | +1.6% | -2.2% |
| 3M | -21.3% | +11.7% | -33.0% | -27.8% |
| 6M | -22.5% | -10.9% | -11.6% | -19.1% |
| YTD | -3.6% | -2.1% | -1.5% | -6.6% |
| 1Y | -6.7% | +14.8% | -21.4% | -18.1% |
| 3Y | +258.1% | -11.3% | +269.5% | +217.3% |
| 5Y | +560.9% | +36.2% | +524.7% | +311.5% |
| 10Y | +2,475.6% | +684.5% | +1,791.1% | +293.8% |
| All | +29,187.3% | +2,221.8% | +26,965.5% | +1,691.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling