+100.4%
SNPS vs DOCN
+88.7%
+11.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.0% | -4.4% | +1.8% |
| 7D | +0.2% | -12.8% | +13.0% | +3.1% |
| 30D | -8.4% | -41.9% | +33.5% | +3.1% |
| 3M | +12.3% | -36.9% | +49.2% | +22.9% |
| 6M | -9.6% | -52.2% | +42.7% | +3.7% |
| YTD | -0.6% | +62.7% | -63.3% | -19.1% |
| 1Y | +18.7% | +58.2% | -39.6% | -2.9% |
| 3Y | -7.6% | +219.5% | -227.0% | -40.5% |
| 5Y | +34.1% | -32.9% | +67.0% | +6.5% |
| All | +100.4% | +88.7% | +11.7% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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