+103.2%
GOOGL vs SNPS
+35.4%
+67.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.0% |
| 7D | +1.6% | -0.2% | +1.7% | +1.6% |
| 30D | -16.8% | -8.0% | -8.8% | -14.9% |
| 3M | -14.6% | +12.5% | -27.1% | -18.9% |
| 6M | -24.4% | -10.5% | -13.9% | -23.2% |
| YTD | -6.1% | -1.6% | -4.4% | -8.6% |
| 1Y | +1.0% | +16.8% | -15.8% | -7.7% |
| 3Y | +123.4% | -10.9% | +134.4% | +97.8% |
| 5Y | +103.2% | +35.8% | +67.5% | +34.6% |
| All | +103.2% | +35.4% | +67.8% | +34.6% |
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