+135.5%
RTX vs SNPS
+28.8%
+106.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.9% | +1.6% | -2.9% |
| 7D | -3.8% | -10.2% | +6.4% | -3.0% |
| 30D | +4.7% | -12.8% | +17.5% | +5.7% |
| 3M | -13.4% | +9.9% | -23.3% | -14.3% |
| 6M | +11.8% | -12.4% | +24.2% | +12.5% |
| YTD | +5.8% | -6.3% | +12.0% | +5.4% |
| 1Y | +11.9% | +7.6% | +4.3% | +9.9% |
| 3Y | +146.3% | -9.8% | +156.0% | +133.5% |
| All | +135.5% | +28.8% | +106.7% | +101.5% |
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