+8,659.4%
SHOP vs SNPS
+819.3%
+7,840.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.3% | +1.8% |
| 7D | -5.4% | -3.7% | -1.8% | -2.5% |
| 30D | -10.3% | -10.4% | +0.1% | -2.8% |
| 3M | +1.0% | +11.0% | -10.0% | -10.0% |
| 6M | +41.2% | -10.7% | +51.9% | +46.1% |
| YTD | -7.5% | -4.1% | -3.4% | -11.1% |
| 1Y | -4.6% | +13.7% | -18.3% | -21.0% |
| 3Y | +146.4% | -8.1% | +154.5% | +85.2% |
| 5Y | -2.5% | +32.2% | -34.7% | -48.5% |
| 10Y | +3,703.6% | +681.4% | +3,022.2% | +251.1% |
| All | +8,659.4% | +819.3% | +7,840.1% | +602.4% |
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