+38.1%
LMT vs SNPS
-14.7%
+52.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.5% | +2.1% |
| 7D | -1.5% | -5.5% | +4.0% | -1.7% |
| 30D | -8.2% | -5.8% | -2.5% | -8.3% |
| 3M | +3.7% | -17.2% | +20.9% | +3.3% |
| 6M | -19.2% | -10.4% | -8.8% | -19.4% |
| YTD | +12.9% | -16.5% | +29.4% | +12.3% |
| 1Y | +19.8% | -35.6% | +55.4% | +18.5% |
| All | +38.1% | -14.7% | +52.8% | +29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling