+283.9%
RTX vs SNPS
+562.2%
-278.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -1.6% | -5.5% | +3.9% | -0.5% |
| 30D | -11.6% | -4.5% | -7.1% | -11.0% |
| 3M | +9.2% | -15.5% | +24.7% | +12.3% |
| 6M | -4.4% | -10.1% | +5.6% | -3.7% |
| YTD | +8.9% | -16.3% | +25.2% | +10.8% |
| 1Y | +32.1% | -34.9% | +67.1% | +38.0% |
| 3Y | +151.2% | -14.4% | +165.6% | +129.6% |
| 5Y | +162.9% | +17.9% | +145.0% | +104.6% |
| 10Y | +283.9% | +574.2% | -290.3% | +26.9% |
| All | +283.9% | +562.2% | -278.3% | +26.9% |
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