+235.7%
DIA vs SNPS
+635.4%
-399.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.5% |
| 7D | +2.1% | +1.1% | +1.1% | +1.9% |
| 30D | +1.5% | -5.2% | +6.6% | +2.6% |
| 3M | -2.4% | +10.6% | -13.0% | -6.0% |
| 6M | +6.0% | -10.6% | +16.6% | +7.5% |
| YTD | +10.1% | -3.1% | +13.2% | +8.2% |
| 1Y | +11.8% | +15.6% | -3.7% | +4.4% |
| 3Y | +59.7% | -12.9% | +72.7% | +47.7% |
| 5Y | +57.9% | +31.2% | +26.7% | +19.8% |
| All | +235.7% | +635.4% | -399.7% | +19.4% |
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 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