+425.7%
DELL vs SNPS
-10.4%
+436.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +17.1% | +5.1% | +12.0% | +14.7% |
| 30D | -35.1% | -6.4% | -28.6% | -32.7% |
| 3M | -23.3% | +12.2% | -35.5% | -26.8% |
| 6M | +55.8% | -9.8% | +65.7% | +62.2% |
| YTD | +198.0% | -1.5% | +199.5% | +196.0% |
| 1Y | +166.6% | +16.0% | +150.5% | +146.7% |
| All | +425.7% | -10.4% | +436.1% | +370.6% |
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 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