+2,331.0%
LITE vs SNPS
+561.9%
+1,769.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.4% | +9.4% | +7.2% |
| 7D | -1.5% | -11.0% | +9.5% | +5.3% |
| 30D | +6.7% | -1.7% | +8.4% | +7.2% |
| 3M | -6.8% | -20.4% | +13.6% | +6.3% |
| 6M | +29.4% | -8.6% | +38.1% | +35.2% |
| YTD | +139.1% | -16.2% | +155.2% | +158.7% |
| 1Y | +521.0% | -34.6% | +555.6% | +607.8% |
| 3Y | +1,535.3% | -14.5% | +1,549.8% | +1,402.1% |
| 5Y | +889.8% | +17.0% | +872.8% | +581.7% |
| All | +2,331.0% | +561.9% | +1,769.1% | +182.1% |
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