+9.0%
MSFT vs SNPS
+6.4%
+2.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | +4.7% | -3.9% | +8.6% | +5.5% |
| 30D | +5.8% | -5.2% | +11.1% | +6.9% |
| 3M | +13.0% | +14.6% | -1.6% | +8.7% |
| 6M | +34.9% | -6.9% | +41.9% | +35.9% |
| YTD | +15.7% | -1.4% | +17.1% | +14.1% |
| 1Y | +9.0% | +11.2% | -2.2% | +5.5% |
| All | +9.0% | +6.4% | +2.5% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling