+32.9%
PFE vs SNPS
+554.7%
-521.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.3% |
| 7D | -2.7% | -5.5% | +2.8% | -2.0% |
| 30D | +3.8% | -5.8% | +9.6% | +4.4% |
| 3M | +10.4% | -17.2% | +27.6% | +12.7% |
| 6M | +6.3% | -10.4% | +16.6% | +6.9% |
| YTD | +17.4% | -16.5% | +33.9% | +18.9% |
| 1Y | +21.1% | -35.6% | +56.8% | +25.1% |
| 3Y | -1.6% | -14.6% | +13.0% | -6.3% |
| 5Y | -22.2% | +16.5% | -38.6% | -32.7% |
| 10Y | +32.9% | +556.6% | -523.7% | -34.9% |
| All | +32.9% | +554.7% | -521.8% | -34.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling