+30.9%
QCOM vs SNPS
+17.0%
+13.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.5% | +2.7% |
| 7D | +3.3% | -11.0% | +14.3% | +9.2% |
| 30D | +7.7% | -1.7% | +9.4% | +7.7% |
| 3M | -30.1% | -20.4% | -9.7% | -22.4% |
| 6M | +22.8% | -8.6% | +31.5% | +26.3% |
| YTD | +0.2% | -16.2% | +16.3% | +6.6% |
| 1Y | +7.9% | -34.6% | +42.4% | +21.1% |
| 3Y | +55.8% | -14.5% | +70.3% | +36.2% |
| All | +30.9% | +17.0% | +13.8% | -14.0% |
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