+316.6%
SNPS vs DOW
-5.5%
+322.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +1.1% | +5.2% | -4.2% | -0.3% |
| 30D | -5.2% | +13.2% | -18.3% | -8.3% |
| 3M | +10.6% | +10.1% | +0.5% | +7.3% |
| 6M | -10.6% | -13.1% | +2.5% | -8.0% |
| YTD | -3.1% | +46.1% | -49.2% | -16.2% |
| 1Y | +15.6% | +50.0% | -34.5% | -1.2% |
| 3Y | -12.9% | -20.2% | +7.3% | -12.2% |
| 5Y | +31.2% | -27.7% | +58.9% | +34.8% |
| All | +316.6% | -5.5% | +322.1% | +242.3% |
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