+1,770.3%
SMCI vs SNPS
+585.4%
+1,185.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | +0.9% | +0.4% | +0.7% |
| 30D | +6.6% | -3.6% | +10.2% | +8.1% |
| 3M | +25.4% | -12.9% | +38.3% | +35.1% |
| 6M | +26.1% | -8.2% | +34.4% | +31.9% |
| YTD | +37.0% | -15.4% | +52.4% | +50.0% |
| 1Y | -8.8% | -9.3% | +0.5% | -5.3% |
| 3Y | +44.6% | -14.0% | +58.6% | +41.5% |
| 5Y | +995.9% | +19.5% | +976.4% | +784.6% |
| All | +1,770.3% | +585.4% | +1,185.0% | +446.3% |
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