+50.7%
PFE vs SNPS
+687.7%
-636.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | +5.2% | -8.0% | +13.2% | +6.1% |
| 3M | +12.2% | +12.5% | -0.2% | +10.0% |
| 6M | +17.8% | -10.5% | +28.3% | +18.6% |
| YTD | +26.2% | -1.6% | +27.8% | +24.8% |
| 1Y | +23.2% | +16.8% | +6.4% | +18.9% |
| 3Y | +21.3% | -10.9% | +32.2% | +15.8% |
| 5Y | -23.1% | +35.8% | -58.9% | -34.7% |
| 10Y | +50.7% | +675.0% | -624.3% | -26.7% |
| All | +50.7% | +687.7% | -636.9% | -26.7% |
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