+17.9%
SNPS vs DINO
+328.2%
-310.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -5.5% | +2.0% | -7.4% | -5.8% |
| 30D | -4.5% | +27.7% | -32.2% | -8.2% |
| 3M | -15.5% | +56.3% | -71.8% | -21.7% |
| 6M | -10.1% | +107.6% | -117.6% | -20.8% |
| YTD | -16.3% | +140.2% | -156.5% | -28.7% |
| 1Y | -34.9% | +113.0% | -147.9% | -43.3% |
| 3Y | -14.4% | +100.1% | -114.4% | -27.6% |
| 5Y | +17.9% | +328.7% | -310.9% | -8.9% |
| All | +17.9% | +328.2% | -310.3% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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