+780.7%
GOOG vs SNPS
+585.4%
+195.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | 0.0% | +0.9% | -0.9% | -0.3% |
| 30D | -2.0% | -3.6% | +1.7% | -1.3% |
| 3M | -5.9% | -12.9% | +7.1% | -1.6% |
| 6M | +8.9% | -8.2% | +17.1% | +10.0% |
| YTD | +7.1% | -15.4% | +22.5% | +10.8% |
| 1Y | +39.7% | -9.3% | +49.0% | +37.8% |
| 3Y | +145.8% | -14.0% | +159.8% | +115.1% |
| 5Y | +138.6% | +19.5% | +119.1% | +65.7% |
| All | +780.7% | +585.4% | +195.3% | +107.5% |
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