-5.1%
SLB vs SNPS
-9.8%
+4.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.9% | +1.2% | -3.0% |
| 7D | -7.7% | -10.2% | +2.4% | -6.3% |
| 30D | -0.7% | -12.8% | +12.1% | +1.2% |
| 3M | 0.0% | +9.9% | -9.9% | -1.9% |
| 6M | -10.4% | -12.4% | +1.9% | -9.2% |
| YTD | +31.5% | -6.3% | +37.7% | +31.3% |
| 1Y | +39.1% | +7.6% | +31.5% | +36.0% |
| All | -5.1% | -9.8% | +4.7% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling