+120.4%
MSTR vs SNPS
+17.0%
+103.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | +2.6% |
| 7D | +12.2% | -11.0% | +23.2% | +22.2% |
| 30D | +45.2% | -1.7% | +46.9% | +46.7% |
| 3M | +10.4% | -20.4% | +30.7% | +29.4% |
| 6M | -2.5% | -8.6% | +6.1% | +1.2% |
| YTD | -6.0% | -16.2% | +10.1% | +4.0% |
| 1Y | -56.4% | -34.6% | -21.8% | -48.4% |
| 3Y | +306.3% | -14.5% | +320.7% | +225.3% |
| All | +120.4% | +17.0% | +103.3% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling