+88.9%
SNPS vs DOCN
+70.4%
+18.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -15.9% | +11.0% | -1.2% |
| 7D | -10.2% | -29.3% | +19.1% | -3.0% |
| 30D | -12.8% | -46.0% | +33.2% | -0.2% |
| 3M | +9.9% | -43.2% | +53.0% | +23.3% |
| 6M | -12.4% | -53.7% | +41.3% | +1.1% |
| YTD | -6.3% | +46.9% | -53.2% | -21.9% |
| 1Y | +7.6% | +54.3% | -46.7% | -11.7% |
| 3Y | -9.8% | +185.5% | -195.3% | -40.4% |
| 5Y | +29.2% | -31.1% | +60.3% | +3.6% |
| All | +88.9% | +70.4% | +18.6% | +33.2% |
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