+215.6%
SMH vs SNPS
-11.8%
+227.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.3% |
| 7D | +4.9% | +1.1% | +3.9% | +4.5% |
| 30D | -13.8% | -5.2% | -8.7% | -11.5% |
| 3M | -17.4% | +10.6% | -27.9% | -21.5% |
| 6M | -15.0% | -10.6% | -4.4% | -11.5% |
| YTD | +35.2% | -3.1% | +38.3% | +34.5% |
| 1Y | +41.6% | +15.6% | +26.0% | +30.2% |
| 3Y | +215.6% | -12.9% | +228.6% | +180.5% |
| All | +215.6% | -11.8% | +227.4% | +180.5% |
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