+322.9%
SNPS vs DOW
-6.9%
+329.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.4% | -2.9% | -0.4% |
| 7D | -0.2% | -0.5% | +0.3% | -0.1% |
| 30D | -8.0% | +15.7% | -23.8% | -11.6% |
| 3M | +12.5% | +5.3% | +7.2% | +10.4% |
| 6M | -10.5% | -14.2% | +3.7% | -7.6% |
| YTD | -1.6% | +43.9% | -45.5% | -14.6% |
| 1Y | +16.8% | +53.1% | -36.2% | -0.8% |
| 3Y | -10.9% | -21.8% | +10.9% | -9.7% |
| 5Y | +35.8% | -28.3% | +64.1% | +39.8% |
| All | +322.9% | -6.9% | +329.9% | +248.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling