+33.3%
SHEL vs SNPS
-33.5%
+66.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.1% | +0.6% |
| 7D | +2.2% | -11.0% | +13.3% | +2.0% |
| 30D | +6.8% | -1.7% | +8.6% | +6.8% |
| 3M | +8.1% | -20.4% | +28.5% | +8.1% |
| 6M | +14.4% | -8.6% | +23.0% | +14.4% |
| YTD | +30.0% | -16.2% | +46.1% | +29.7% |
| 1Y | +33.3% | -34.6% | +67.9% | +32.5% |
| All | +33.3% | -33.5% | +66.8% | +32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling