+556.6%
SNPS vs DRI
+350.3%
+206.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | 0.0% |
| 7D | -5.5% | -1.2% | -4.3% | -5.2% |
| 30D | -5.8% | -0.4% | -5.4% | -5.9% |
| 3M | -17.2% | +9.5% | -26.7% | -19.5% |
| 6M | -10.4% | +6.5% | -16.8% | -12.4% |
| YTD | -16.5% | +18.4% | -35.0% | -21.0% |
| 1Y | -35.6% | +4.2% | -39.9% | -37.3% |
| 3Y | -14.6% | +57.1% | -71.7% | -26.6% |
| 5Y | +16.5% | +70.4% | -54.0% | -2.8% |
| 10Y | +556.6% | +354.0% | +202.5% | +329.0% |
| All | +556.6% | +350.3% | +206.3% | +329.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling