-17.1%
SLB vs SNPS
+667.9%
-685.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | 0.0% |
| 7D | -7.1% | -3.7% | -3.4% | -6.3% |
| 30D | +4.1% | -10.4% | +14.5% | +6.6% |
| 3M | -2.6% | +11.0% | -13.6% | -5.8% |
| 6M | -8.6% | -10.7% | +2.1% | -7.1% |
| YTD | +32.2% | -4.1% | +36.3% | +30.9% |
| 1Y | +40.7% | +13.7% | +26.9% | +33.2% |
| 3Y | -4.5% | -8.1% | +3.5% | -12.1% |
| 5Y | +66.4% | +32.2% | +34.2% | +30.5% |
| All | -17.1% | +667.9% | -685.0% | -64.5% |
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 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