+251.0%
DIA vs SNPS
+562.2%
-311.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.1% | -0.8% |
| 7D | -1.2% | -5.5% | +4.2% | +0.2% |
| 30D | -2.7% | -4.5% | +1.8% | -1.9% |
| 3M | +3.3% | -15.5% | +18.8% | +7.2% |
| 6M | +10.4% | -10.1% | +20.5% | +11.9% |
| YTD | +10.0% | -16.3% | +26.3% | +13.0% |
| 1Y | +16.2% | -34.9% | +51.1% | +23.4% |
| 3Y | +58.7% | -14.4% | +73.1% | +45.8% |
| 5Y | +63.6% | +17.9% | +45.7% | +27.2% |
| 10Y | +251.0% | +574.2% | -323.2% | +22.8% |
| All | +251.0% | +562.2% | -311.2% | +22.8% |
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