+1,568.0%
LITE vs SNPS
+647.5%
+920.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.7% |
| 7D | +22.6% | +5.1% | +17.5% | +19.1% |
| 30D | -36.8% | -6.4% | -30.3% | -33.1% |
| 3M | -33.0% | +12.2% | -45.2% | -36.8% |
| 6M | -37.1% | -9.8% | -27.2% | -32.3% |
| YTD | +69.5% | -1.5% | +71.0% | +69.3% |
| 1Y | +146.1% | +16.0% | +130.1% | +123.5% |
| 3Y | +1,440.8% | -10.8% | +1,451.6% | +1,327.2% |
| 5Y | +580.4% | +33.3% | +547.1% | +346.7% |
| All | +1,568.0% | +647.5% | +920.5% | +73.1% |
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