-22.5%
DIS vs SNPS
+30.3%
-52.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.0% |
| 7D | +1.9% | +1.1% | +0.8% | +1.7% |
| 30D | +9.2% | -5.2% | +14.3% | +10.1% |
| 3M | +13.5% | +10.6% | +3.0% | +9.8% |
| 6M | +14.3% | -10.6% | +24.9% | +15.6% |
| YTD | +5.4% | -3.1% | +8.5% | +3.6% |
| 1Y | +12.2% | +15.6% | -3.4% | +5.3% |
| 3Y | +37.2% | -12.9% | +50.1% | +24.9% |
| All | -22.5% | +30.3% | -52.8% | -45.2% |
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