+38.8%
IGV vs SNPS
-11.8%
+50.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | +0.2% |
| 7D | +2.3% | +1.1% | +1.3% | +2.0% |
| 30D | -6.0% | -5.2% | -0.8% | -4.6% |
| 3M | -4.8% | +10.6% | -15.3% | -8.4% |
| 6M | +14.2% | -10.6% | +24.9% | +16.7% |
| YTD | -4.2% | -3.1% | -1.1% | -5.1% |
| 1Y | -5.3% | +15.6% | -20.8% | -10.8% |
| 3Y | +38.8% | -12.9% | +51.7% | +25.7% |
| All | +38.8% | -11.8% | +50.6% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling