+157.0%
RTX vs SNPS
-11.8%
+168.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.2% |
| 7D | +4.8% | +1.1% | +3.7% | +4.7% |
| 30D | +6.5% | -5.2% | +11.6% | +6.6% |
| 3M | -9.6% | +10.6% | -20.2% | -10.0% |
| 6M | +12.3% | -10.6% | +22.9% | +12.5% |
| YTD | +9.5% | -3.1% | +12.5% | +9.1% |
| 1Y | +15.8% | +15.6% | +0.3% | +14.6% |
| 3Y | +157.0% | -12.9% | +169.9% | +151.4% |
| All | +157.0% | -11.8% | +168.8% | +151.4% |
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