+176.8%
MS vs SNPS
-11.8%
+188.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.1% |
| 7D | +5.1% | +1.1% | +4.0% | +4.8% |
| 30D | +5.7% | -5.2% | +10.8% | +6.7% |
| 3M | -12.2% | +10.6% | -22.7% | -14.5% |
| 6M | -0.5% | -10.6% | +10.1% | +1.0% |
| YTD | +9.8% | -3.1% | +12.9% | +8.9% |
| 1Y | +17.7% | +15.6% | +2.2% | +12.7% |
| 3Y | +176.8% | -12.9% | +189.8% | +151.4% |
| All | +176.8% | -11.8% | +188.7% | +151.4% |
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