+259.9%
SNPS vs DOW
-15.9%
+275.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -5.5% | -6.0% | +0.5% | -3.9% |
| 30D | -4.5% | -2.7% | -1.7% | -3.9% |
| 3M | -15.5% | -10.5% | -5.0% | -13.6% |
| 6M | -10.1% | -12.4% | +2.4% | -8.8% |
| YTD | -16.3% | +30.0% | -46.3% | -25.2% |
| 1Y | -34.9% | +27.8% | -62.7% | -41.8% |
| 3Y | -14.4% | -34.9% | +20.6% | -8.4% |
| 5Y | +17.9% | -35.9% | +53.8% | +25.2% |
| All | +259.9% | -15.9% | +275.8% | +205.8% |
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