+26.7%
NFLX vs SNPS
+16.7%
+9.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -5.0% | -5.5% | +0.5% | -3.1% |
| 30D | +3.5% | -5.8% | +9.3% | +4.9% |
| 3M | -7.1% | -17.2% | +10.1% | -1.8% |
| 6M | -22.5% | -10.4% | -12.1% | -21.5% |
| YTD | -18.1% | -16.5% | -1.6% | -15.5% |
| 1Y | -38.3% | -35.6% | -2.7% | -33.1% |
| 3Y | +73.4% | -14.6% | +88.0% | +42.8% |
| 5Y | +26.7% | +16.5% | +10.2% | -19.6% |
| All | +26.7% | +16.7% | +9.9% | -19.6% |
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 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