+630.6%
DELL vs SNPS
+35.6%
+595.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -27.0% |
| 6M | +55.8% | -9.8% | +65.7% | +62.2% |
| YTD | +198.0% | -1.5% | +199.5% | +195.4% |
| 1Y | +166.6% | +16.0% | +150.5% | +145.9% |
| 3Y | +427.6% | -10.8% | +438.5% | +394.2% |
| 5Y | +630.6% | +33.3% | +597.3% | +449.4% |
| All | +630.6% | +35.6% | +595.0% | +449.4% |
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