+1,533.3%
LITE vs SNPS
+702.6%
+830.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.7% | +7.0% | +8.4% |
| 7D | -12.9% | +0.2% | -13.1% | -12.3% |
| 30D | -46.0% | -8.4% | -37.5% | -42.1% |
| 3M | -33.0% | +12.3% | -45.3% | -36.8% |
| 6M | -34.0% | -9.6% | -24.5% | -29.2% |
| YTD | +61.7% | -0.6% | +62.3% | +60.6% |
| 1Y | +148.3% | +18.7% | +129.6% | +122.5% |
| 3Y | +1,408.5% | -7.6% | +1,416.1% | +1,262.3% |
| 5Y | +546.2% | +34.1% | +512.1% | +322.1% |
| 10Y | +1,533.3% | +691.2% | +842.1% | +59.6% |
| All | +1,533.3% | +702.6% | +830.7% | +59.6% |
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