+562.5%
LITE vs SNPS
+30.3%
+532.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -3.6% |
| 7D | +10.8% | +1.1% | +9.7% | +10.4% |
| 30D | -33.4% | -5.2% | -28.3% | -30.7% |
| 3M | -32.2% | +10.6% | -42.8% | -34.7% |
| 6M | -42.1% | -10.6% | -31.5% | -38.1% |
| YTD | +61.9% | -3.1% | +65.0% | +64.2% |
| 1Y | +163.0% | +15.6% | +147.4% | +145.8% |
| 3Y | +1,358.0% | -12.9% | +1,371.0% | +1,286.3% |
| All | +562.5% | +30.3% | +532.2% | +385.5% |
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