+294.9%
SCHW vs SNPS
+585.4%
-290.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -1.9% | +0.9% | -2.8% | -2.1% |
| 30D | -1.6% | -3.6% | +2.0% | -1.2% |
| 3M | +21.3% | -12.9% | +34.2% | +25.0% |
| 6M | +16.5% | -8.2% | +24.7% | +17.2% |
| YTD | +8.4% | -15.4% | +23.8% | +11.1% |
| 1Y | +15.6% | -9.3% | +24.9% | +15.0% |
| 3Y | +86.8% | -14.0% | +100.8% | +71.6% |
| 5Y | +60.5% | +19.5% | +41.0% | +25.2% |
| All | +294.9% | +585.4% | -290.5% | +32.9% |
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