+93.3%
QQQ vs SNPS
-14.5%
+107.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +1.0% | -5.5% | +6.5% | +2.4% |
| 30D | -0.6% | -4.5% | +3.9% | +0.2% |
| 3M | +1.3% | -15.5% | +16.8% | +5.2% |
| 6M | +18.1% | -10.1% | +28.2% | +20.1% |
| YTD | +16.9% | -16.3% | +33.2% | +20.5% |
| 1Y | +24.0% | -34.9% | +58.9% | +32.5% |
| All | +93.3% | -14.5% | +107.8% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling