+45.7%
DUK vs SNPS
-13.6%
+59.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | -0.7% | +0.9% | -1.6% | -0.6% |
| 30D | -2.4% | -3.6% | +1.2% | -2.6% |
| 3M | -3.0% | -12.9% | +9.9% | -3.7% |
| 6M | -6.6% | -8.2% | +1.7% | -6.7% |
| YTD | +4.6% | -15.4% | +20.0% | +4.0% |
| 1Y | +1.2% | -9.3% | +10.5% | +1.3% |
| 3Y | +45.7% | -14.0% | +59.6% | +41.4% |
| All | +45.7% | -13.6% | +59.2% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling