+6.8%
NOW vs SNPS
+17.0%
-10.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.4% | +2.4% | -0.1% |
| 7D | -2.4% | -11.0% | +8.6% | +3.8% |
| 30D | +20.5% | -1.7% | +22.2% | +21.1% |
| 3M | +18.3% | -20.4% | +38.7% | +32.5% |
| 6M | +24.1% | -8.6% | +32.7% | +28.3% |
| YTD | -7.8% | -16.2% | +8.4% | -0.8% |
| 1Y | -21.4% | -34.6% | +13.2% | -10.8% |
| 3Y | +19.5% | -14.5% | +34.0% | -1.5% |
| All | +6.8% | +17.0% | -10.2% | -34.6% |
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