+35.8%
SNPS vs AXON
+84.3%
-48.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.8% | -0.6% |
| 7D | -0.2% | -25.6% | +25.5% | +7.0% |
| 30D | -8.0% | -23.9% | +15.9% | -2.1% |
| 3M | +12.5% | -50.4% | +62.9% | +33.4% |
| 6M | -10.5% | -20.0% | +9.5% | -9.0% |
| YTD | -1.6% | -44.5% | +42.8% | +9.4% |
| 1Y | +16.8% | -44.9% | +61.7% | +30.2% |
| 3Y | -10.9% | +44.7% | -55.7% | -35.4% |
| 5Y | +35.8% | +86.7% | -50.9% | -18.8% |
| All | +35.8% | +84.3% | -48.6% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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