+151.2%
GE vs SNPS
+647.5%
-496.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | +5.1% | +5.1% | 0.0% | +3.7% |
| 30D | +7.6% | -6.4% | +14.0% | +9.4% |
| 3M | -9.3% | +12.2% | -21.5% | -13.2% |
| 6M | +11.5% | -9.8% | +21.4% | +13.1% |
| YTD | +7.9% | -1.5% | +9.4% | +5.4% |
| 1Y | +7.6% | +16.0% | -8.4% | -0.4% |
| 3Y | +265.9% | -10.8% | +276.7% | +236.8% |
| 5Y | +405.9% | +33.3% | +372.6% | +286.9% |
| All | +151.2% | +647.5% | -496.2% | -0.2% |
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 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