+260.4%
SNPS vs DOW
-15.8%
+276.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.0% | -2.4% | -4.6% |
| 7D | -11.0% | -2.4% | -8.6% | -10.5% |
| 30D | -1.7% | +0.4% | -2.1% | -2.1% |
| 3M | -20.4% | -14.4% | -6.0% | -17.5% |
| 6M | -8.6% | -7.0% | -1.6% | -9.0% |
| YTD | -16.2% | +30.2% | -46.4% | -25.1% |
| 1Y | -34.6% | +29.2% | -63.8% | -41.7% |
| 3Y | -14.5% | -36.7% | +22.2% | -7.8% |
| 5Y | +17.0% | -37.7% | +54.7% | +25.2% |
| All | +260.4% | -15.8% | +276.2% | +206.2% |
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