+34.8%
SMCI vs SNPS
-13.6%
+48.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.6% |
| 7D | -1.3% | -4.6% | +3.3% | +1.3% |
| 30D | +18.3% | -3.3% | +21.6% | +19.7% |
| 3M | +27.7% | -13.8% | +41.5% | +38.4% |
| 6M | +17.6% | -8.2% | +25.8% | +23.1% |
| YTD | +27.7% | -15.4% | +43.2% | +39.9% |
| 1Y | -14.9% | +2.4% | -17.3% | -18.7% |
| All | +34.8% | -13.6% | +48.4% | -2.6% |
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