+1,817.6%
SMH vs SNPS
+585.4%
+1,232.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | +0.3% | +0.9% | -0.6% | -0.3% |
| 30D | -2.8% | -3.6% | +0.8% | -1.5% |
| 3M | -6.7% | -12.9% | +6.2% | +0.3% |
| 6M | +41.8% | -8.2% | +50.0% | +45.9% |
| YTD | +57.9% | -15.4% | +73.3% | +69.5% |
| 1Y | +87.6% | -9.3% | +96.9% | +89.1% |
| 3Y | +282.9% | -14.0% | +296.9% | +239.9% |
| 5Y | +330.4% | +19.5% | +310.9% | +188.8% |
| All | +1,817.6% | +585.4% | +1,232.2% | +231.1% |
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