+584.1%
MA vs SNPS
+647.5%
-63.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.4% | -1.3% |
| 7D | -0.5% | +5.1% | -5.6% | -2.2% |
| 30D | +7.9% | -6.4% | +14.3% | +9.9% |
| 3M | +16.8% | +12.2% | +4.6% | +10.2% |
| 6M | +31.0% | -9.8% | +40.8% | +32.4% |
| YTD | +15.0% | -1.5% | +16.5% | +10.8% |
| 1Y | +17.0% | +16.0% | +1.0% | +5.3% |
| 3Y | +68.5% | -10.8% | +79.3% | +45.3% |
| 5Y | +85.0% | +33.3% | +51.6% | +19.3% |
| All | +584.1% | +647.5% | -63.4% | +28.7% |
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