+159.7%
GILD vs SNPS
+585.4%
-425.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | -4.8% | +0.9% | -5.7% | -4.9% |
| 30D | +5.8% | -3.6% | +9.4% | +6.0% |
| 3M | +14.9% | -12.9% | +27.8% | +16.4% |
| 6M | -0.4% | -8.2% | +7.9% | -0.2% |
| YTD | +18.5% | -15.4% | +33.9% | +19.7% |
| 1Y | +25.1% | -9.3% | +34.4% | +24.6% |
| 3Y | +105.9% | -14.0% | +119.8% | +94.8% |
| 5Y | +143.0% | +19.5% | +123.5% | +107.3% |
| All | +159.7% | +585.4% | -425.6% | +20.7% |
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