+320.9%
SNPS vs DOW
-10.0%
+330.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.9% |
| 7D | -0.6% | -6.8% | +6.2% | +1.1% |
| 30D | -9.8% | +10.8% | -20.6% | -12.4% |
| 3M | +11.7% | +4.1% | +7.6% | +10.0% |
| 6M | -10.9% | -12.7% | +1.8% | -8.6% |
| YTD | -2.1% | +39.2% | -41.3% | -14.3% |
| 1Y | +14.8% | +49.5% | -34.7% | -2.0% |
| 3Y | -11.3% | -24.4% | +13.0% | -9.4% |
| 5Y | +36.2% | -29.6% | +65.8% | +40.9% |
| All | +320.9% | -10.0% | +330.9% | +250.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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