-41.1%
DIS vs SNPS
+17.0%
-58.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | -0.5% |
| 7D | -2.6% | -11.0% | +8.4% | -0.1% |
| 30D | +3.5% | -1.7% | +5.2% | +3.4% |
| 3M | +6.8% | -20.4% | +27.2% | +11.7% |
| 6M | +3.0% | -8.6% | +11.6% | +3.6% |
| YTD | -6.7% | -16.2% | +9.4% | -4.7% |
| 1Y | -10.1% | -34.6% | +24.5% | -5.2% |
| 3Y | +33.0% | -14.5% | +47.5% | +19.0% |
| All | -41.1% | +17.0% | -58.1% | -56.3% |
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