+116.1%
PG vs SNPS
+585.4%
-469.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | -0.8% | +0.9% | -1.7% | -0.9% |
| 30D | +0.8% | -3.6% | +4.4% | +1.0% |
| 3M | -1.3% | -12.9% | +11.6% | -0.3% |
| 6M | -3.8% | -8.2% | +4.4% | -3.6% |
| YTD | +3.6% | -15.4% | +19.0% | +4.4% |
| 1Y | -5.7% | -9.3% | +3.6% | -6.3% |
| 3Y | +1.6% | -14.0% | +15.5% | -3.6% |
| 5Y | +14.6% | +19.5% | -4.9% | -1.6% |
| All | +116.1% | +585.4% | -469.2% | +13.1% |
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