-5.0%
IBM vs SNPS
-35.6%
+30.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.1% | +3.3% |
| 7D | +3.6% | -5.5% | +9.0% | +4.6% |
| 30D | +1.5% | -4.5% | +6.0% | +2.2% |
| 3M | -12.9% | -15.5% | +2.6% | -10.5% |
| 6M | -3.9% | -10.1% | +6.2% | -2.6% |
| YTD | -17.3% | -16.3% | -1.1% | -15.7% |
| 1Y | -5.0% | -34.9% | +29.9% | -2.2% |
| All | -5.0% | -35.6% | +30.6% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling