+132.5%
GOOGL vs SNPS
+16.9%
+115.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -1.9% | -5.5% | +3.6% | -0.1% |
| 30D | -7.5% | -4.5% | -3.0% | -6.7% |
| 3M | -9.2% | -15.5% | +6.3% | -5.0% |
| 6M | +8.1% | -10.1% | +18.1% | +9.7% |
| YTD | +5.8% | -16.3% | +22.1% | +9.2% |
| 1Y | +38.3% | -34.9% | +73.3% | +48.8% |
| 3Y | +144.8% | -14.4% | +159.1% | +114.5% |
| 5Y | +132.5% | +17.9% | +114.7% | +66.9% |
| All | +132.5% | +16.9% | +115.7% | +66.9% |
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