+237.7%
INTU vs SNPS
+646.6%
-408.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.2% | +0.4% |
| 7D | -3.9% | -0.2% | -3.7% | -4.1% |
| 30D | +12.0% | -8.0% | +20.0% | +15.6% |
| 3M | +2.3% | +12.5% | -10.1% | -7.4% |
| 6M | -12.1% | -10.5% | -1.6% | -11.2% |
| YTD | -47.5% | -1.6% | -45.9% | -50.3% |
| 1Y | -46.9% | +16.8% | -63.7% | -54.8% |
| 3Y | -33.5% | -10.9% | -22.5% | -45.4% |
| 5Y | -41.2% | +35.8% | -77.0% | -66.5% |
| All | +237.7% | +646.6% | -408.9% | -44.0% |
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