+30,355.4%
AVGO vs SNPS
+2,232.8%
+28,122.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.7% |
| 7D | +6.1% | -0.2% | +6.2% | +6.5% |
| 30D | -2.7% | -8.0% | +5.4% | +2.5% |
| 3M | -16.9% | +12.5% | -29.3% | -24.1% |
| 6M | -19.1% | -10.5% | -8.7% | -15.8% |
| YTD | +0.3% | -1.6% | +1.9% | -3.2% |
| 1Y | -1.2% | +16.8% | -18.0% | -14.2% |
| 3Y | +272.4% | -10.9% | +283.4% | +229.0% |
| 5Y | +579.0% | +35.8% | +543.2% | +324.2% |
| 10Y | +2,584.7% | +675.0% | +1,909.8% | +315.0% |
| All | +30,355.4% | +2,232.8% | +28,122.6% | +1,757.8% |
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