+216.0%
C vs SNPS
-11.8%
+227.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.3% |
| 7D | +4.2% | +1.1% | +3.1% | +3.9% |
| 30D | +2.0% | -5.2% | +7.1% | +3.0% |
| 3M | -10.1% | +10.6% | -20.7% | -12.6% |
| 6M | +1.0% | -10.6% | +11.6% | +2.5% |
| YTD | +8.5% | -3.1% | +11.6% | +7.3% |
| 1Y | +25.7% | +15.6% | +10.2% | +19.8% |
| 3Y | +216.0% | -12.9% | +228.9% | +196.5% |
| All | +216.0% | -11.8% | +227.8% | +196.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling