-40.0%
INTU vs SNPS
+28.8%
-68.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | +1.5% |
| 7D | +7.1% | -10.2% | +17.3% | +11.7% |
| 30D | +23.0% | -12.8% | +35.8% | +29.0% |
| 3M | +8.7% | +9.9% | -1.1% | +1.6% |
| 6M | -10.1% | -12.4% | +2.3% | -8.2% |
| YTD | -45.7% | -6.3% | -39.4% | -46.6% |
| 1Y | -45.1% | +7.6% | -52.7% | -49.6% |
| 3Y | -26.9% | -9.8% | -17.1% | -40.4% |
| All | -40.0% | +28.8% | -68.8% | -65.2% |
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 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