+2,989.4%
SHOP vs SNPS
+562.2%
+2,427.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.7% |
| 7D | -10.6% | -5.5% | -5.2% | -6.7% |
| 30D | -18.3% | -4.5% | -13.8% | -16.4% |
| 3M | +14.8% | -15.5% | +30.3% | +28.3% |
| 6M | -5.0% | -10.1% | +5.0% | -1.5% |
| YTD | -21.2% | -16.3% | -4.9% | -14.1% |
| 1Y | -11.6% | -34.9% | +23.3% | +3.7% |
| 3Y | +101.2% | -14.4% | +115.6% | +58.8% |
| 5Y | -15.7% | +17.9% | -33.6% | -51.6% |
| 10Y | +2,989.4% | +574.2% | +2,415.2% | +204.8% |
| All | +2,989.4% | +562.2% | +2,427.2% | +204.8% |
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