+554.8%
MA vs SNPS
+702.6%
-147.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.7% |
| 7D | -0.3% | +0.2% | -0.5% | -0.5% |
| 30D | +11.3% | -8.4% | +19.8% | +14.2% |
| 3M | +16.7% | +12.3% | +4.4% | +10.1% |
| 6M | +32.8% | -9.6% | +42.4% | +34.1% |
| YTD | +15.6% | -0.6% | +16.2% | +11.0% |
| 1Y | +19.6% | +18.7% | +0.9% | +6.7% |
| 3Y | +72.1% | -7.6% | +79.7% | +45.7% |
| 5Y | +96.0% | +34.1% | +62.0% | +26.2% |
| 10Y | +554.8% | +691.2% | -136.4% | +22.3% |
| All | +554.8% | +702.6% | -147.9% | +22.3% |
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 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