+43.4%
SMH vs SNPS
+6.4%
+37.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.8% |
| 7D | -11.2% | -3.9% | -7.2% | -9.5% |
| 30D | -20.4% | -5.2% | -15.2% | -18.6% |
| 3M | -12.4% | +14.6% | -27.0% | -18.2% |
| 6M | -0.5% | -6.9% | +6.4% | +2.4% |
| YTD | +40.0% | -1.4% | +41.5% | +36.9% |
| 1Y | +43.4% | +11.2% | +32.2% | +29.8% |
| All | +43.4% | +6.4% | +37.0% | +29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling