+377.8%
GE vs SNPS
+31.1%
+346.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.4% | +2.2% |
| 7D | +7.1% | -3.7% | +10.8% | +8.1% |
| 30D | +6.5% | -10.4% | +16.8% | +9.2% |
| 3M | -13.6% | +11.0% | -24.5% | -16.5% |
| 6M | +6.0% | -10.7% | +16.7% | +7.6% |
| YTD | +5.4% | -4.1% | +9.5% | +4.0% |
| 1Y | +6.5% | +13.7% | -7.3% | 0.0% |
| 3Y | +268.6% | -8.1% | +276.6% | +233.3% |
| All | +377.8% | +31.1% | +346.7% | +253.4% |
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 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