+21.2%
DIS vs SNPS
+554.7%
-533.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.1% |
| 7D | -1.1% | -5.5% | +4.4% | +0.4% |
| 30D | +0.1% | -5.8% | +5.9% | +1.2% |
| 3M | +7.1% | -17.2% | +24.3% | +11.9% |
| 6M | +4.3% | -10.4% | +14.6% | +5.6% |
| YTD | -6.9% | -16.5% | +9.6% | -4.3% |
| 1Y | -10.3% | -35.6% | +25.3% | -4.2% |
| 3Y | +32.8% | -14.6% | +47.4% | +20.6% |
| 5Y | -41.5% | +16.5% | -57.9% | -54.7% |
| 10Y | +21.2% | +556.6% | -535.4% | -53.1% |
| All | +21.2% | +554.7% | -533.5% | -53.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling