+31,416.6%
AVGO vs SNPS
+1,888.1%
+29,528.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.6% | +3.4% |
| 7D | -3.0% | -11.0% | +8.1% | +3.8% |
| 30D | -14.4% | -1.7% | -12.7% | -14.4% |
| 3M | -14.4% | -20.4% | +5.9% | -3.1% |
| 6M | +13.1% | -8.6% | +21.7% | +16.4% |
| YTD | +3.8% | -16.2% | +19.9% | +11.3% |
| 1Y | +17.8% | -34.6% | +52.4% | +31.1% |
| 3Y | +325.3% | -14.5% | +339.7% | +282.7% |
| 5Y | +689.9% | +17.0% | +672.9% | +442.0% |
| 10Y | +2,597.0% | +560.0% | +2,037.0% | +363.3% |
| All | +31,416.6% | +1,888.1% | +29,528.5% | +2,036.1% |
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 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