+36.2%
SNPS vs AVAV
+32.4%
+3.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -1.1% |
| 7D | -0.6% | 0.0% | -0.6% | -0.8% |
| 30D | -9.8% | -9.9% | +0.1% | -8.7% |
| 3M | +11.7% | -34.7% | +46.4% | +17.9% |
| 6M | -10.9% | -26.6% | +15.7% | -8.9% |
| YTD | -2.1% | -48.9% | +46.9% | +3.7% |
| 1Y | +14.8% | -63.0% | +77.8% | +27.4% |
| 3Y | -11.3% | +1.6% | -12.9% | -20.7% |
| 5Y | +36.2% | +34.5% | +1.7% | +2.4% |
| All | +36.2% | +32.4% | +3.8% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling