+235.3%
INTU vs SNPS
+702.6%
-467.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.6% | -2.9% |
| 7D | -3.9% | +0.2% | -4.1% | -4.2% |
| 30D | +11.7% | -8.4% | +20.2% | +15.6% |
| 3M | +4.5% | +12.3% | -7.8% | -5.4% |
| 6M | -13.9% | -9.6% | -4.3% | -13.4% |
| YTD | -48.2% | -0.6% | -47.6% | -51.2% |
| 1Y | -47.1% | +18.7% | -65.8% | -55.4% |
| 3Y | -32.5% | -7.6% | -24.9% | -46.1% |
| 5Y | -42.6% | +34.1% | -76.6% | -66.8% |
| 10Y | +235.3% | +691.2% | -455.9% | -45.2% |
| All | +235.3% | +702.6% | -467.3% | -45.2% |
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 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