+2,662.4%
DELL vs SNPS
+635.4%
+2,027.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.6% | -5.6% | -6.4% |
| 7D | +4.9% | +1.1% | +3.8% | +4.5% |
| 30D | -32.1% | -5.2% | -26.9% | -29.8% |
| 3M | -30.2% | +10.6% | -40.8% | -33.5% |
| 6M | +41.7% | -10.6% | +52.3% | +48.6% |
| YTD | +176.6% | -3.1% | +179.7% | +175.5% |
| 1Y | +159.9% | +15.6% | +144.4% | +137.6% |
| 3Y | +388.0% | -12.9% | +400.9% | +363.9% |
| 5Y | +578.2% | +31.2% | +547.0% | +401.1% |
| All | +2,662.4% | +635.4% | +2,027.0% | +555.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling