+91.9%
MO vs SNPS
-14.5%
+106.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -2.4% | -5.5% | +3.1% | -2.8% |
| 30D | +3.6% | -4.5% | +8.1% | +3.4% |
| 3M | -3.7% | -15.5% | +11.8% | -4.6% |
| 6M | +4.5% | -10.1% | +14.6% | +4.1% |
| YTD | +21.5% | -16.3% | +37.8% | +20.8% |
| 1Y | +9.5% | -34.9% | +44.5% | +8.4% |
| All | +91.9% | -14.5% | +106.4% | +85.8% |
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