+152.0%
GE vs SNPS
+562.2%
-410.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.9% |
| 7D | -1.2% | -5.5% | +4.2% | +0.3% |
| 30D | -11.3% | -4.5% | -6.8% | -10.6% |
| 3M | -1.4% | -15.5% | +14.1% | +2.6% |
| 6M | +1.2% | -10.1% | +11.3% | +2.4% |
| YTD | +5.9% | -16.3% | +22.2% | +8.9% |
| 1Y | +18.4% | -34.9% | +53.3% | +25.8% |
| 3Y | +271.0% | -14.4% | +285.3% | +242.7% |
| 5Y | +417.9% | +17.9% | +400.0% | +309.8% |
| 10Y | +152.0% | +574.2% | -422.3% | -2.1% |
| All | +152.0% | +562.2% | -410.3% | -2.1% |
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 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