+553.1%
MA vs SNPS
+667.9%
-114.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -1.3% |
| 7D | +2.3% | -3.7% | +6.0% | +3.6% |
| 30D | +14.7% | -10.4% | +25.1% | +18.5% |
| 3M | +13.5% | +11.0% | +2.5% | +7.4% |
| 6M | +33.1% | -10.7% | +43.8% | +34.9% |
| YTD | +15.1% | -4.1% | +19.2% | +11.8% |
| 1Y | +18.7% | +13.7% | +5.0% | +7.5% |
| 3Y | +72.1% | -8.1% | +80.1% | +44.9% |
| 5Y | +92.8% | +32.2% | +60.6% | +23.8% |
| All | +553.1% | +667.9% | -114.8% | +23.6% |
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