+167.1%
RTX vs SNPS
+16.7%
+150.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -3.1% | -5.5% | +2.4% | -2.7% |
| 30D | -10.6% | -5.8% | -4.8% | -10.2% |
| 3M | +11.6% | -17.2% | +28.9% | +13.1% |
| 6M | -4.5% | -10.4% | +5.9% | -4.2% |
| YTD | +9.6% | -16.5% | +26.1% | +10.4% |
| 1Y | +30.8% | -35.6% | +66.5% | +33.5% |
| 3Y | +152.8% | -14.6% | +167.4% | +139.8% |
| 5Y | +167.1% | +16.5% | +150.6% | +138.6% |
| All | +167.1% | +16.7% | +150.4% | +138.6% |
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