+327.4%
SNPS vs DOW
-11.5%
+338.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +4.0% |
| 7D | +0.2% | -9.4% | +9.6% | +2.7% |
| 30D | -8.4% | +8.9% | -17.4% | -10.6% |
| 3M | +12.3% | +6.7% | +5.5% | +9.8% |
| 6M | -9.6% | -14.2% | +4.6% | -6.8% |
| YTD | -0.6% | +36.9% | -37.5% | -12.7% |
| 1Y | +18.7% | +45.8% | -27.1% | +2.0% |
| 3Y | -7.6% | -23.9% | +16.3% | -5.8% |
| 5Y | +34.1% | -30.8% | +64.9% | +39.3% |
| All | +327.4% | -11.5% | +338.8% | +257.0% |
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