+1,055.3%
DELL vs SNPS
+18.4%
+1,037.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.4% | -5.8% |
| 7D | -1.9% | -4.6% | +2.7% | -0.1% |
| 30D | +14.9% | -3.3% | +18.2% | +16.1% |
| 3M | +37.2% | -13.8% | +51.0% | +45.2% |
| 6M | +254.0% | -8.2% | +262.2% | +263.2% |
| YTD | +306.1% | -15.4% | +321.6% | +328.1% |
| 1Y | +312.3% | +2.4% | +309.9% | +294.4% |
| 3Y | +654.0% | -13.5% | +667.5% | +612.6% |
| 5Y | +1,055.3% | +19.5% | +1,035.9% | +830.6% |
| All | +1,055.3% | +18.4% | +1,037.0% | +830.6% |
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 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