-29.2%
BABA vs SNPS
+28.8%
-58.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.9% | +7.5% | +4.0% |
| 7D | +8.6% | -10.2% | +18.7% | +11.7% |
| 30D | -1.1% | -12.8% | +11.8% | +2.5% |
| 3M | -15.9% | +9.9% | -25.8% | -19.3% |
| 6M | -17.5% | -12.4% | -5.2% | -15.7% |
| YTD | -25.6% | -6.3% | -19.3% | -26.1% |
| 1Y | -33.8% | +7.6% | -41.5% | -37.1% |
| 3Y | +34.6% | -9.8% | +44.4% | +18.3% |
| All | -29.2% | +28.8% | -58.0% | -56.4% |
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