+34.7%
DIS vs SNPS
+650.6%
-615.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -0.2% |
| 7D | +5.7% | -10.2% | +15.9% | +8.6% |
| 30D | +12.7% | -12.8% | +25.5% | +16.4% |
| 3M | +15.2% | +9.9% | +5.3% | +10.6% |
| 6M | +17.6% | -12.4% | +29.9% | +19.6% |
| YTD | +3.8% | -6.3% | +10.1% | +2.4% |
| 1Y | +6.8% | +7.6% | -0.8% | +0.8% |
| 3Y | +42.1% | -9.8% | +51.9% | +27.2% |
| 5Y | -31.2% | +29.2% | -60.4% | -48.6% |
| All | +34.7% | +650.6% | -615.9% | -48.7% |
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