+10,417.2%
RTX vs SNPS
+5,427.6%
+4,989.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | +0.3% |
| 7D | -5.2% | -11.0% | +5.9% | -3.3% |
| 30D | -9.4% | -1.7% | -7.6% | -9.3% |
| 3M | +12.3% | -20.4% | +32.6% | +16.2% |
| 6M | -3.1% | -8.6% | +5.5% | -2.7% |
| YTD | +10.7% | -16.2% | +26.8% | +12.4% |
| 1Y | +28.4% | -34.6% | +63.0% | +33.0% |
| 3Y | +147.1% | -14.5% | +161.5% | +137.3% |
| 5Y | +167.2% | +17.0% | +150.3% | +137.1% |
| 10Y | +274.7% | +560.0% | -285.3% | +140.6% |
| All | +10,417.2% | +5,427.6% | +4,989.6% | +4,863.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling