+19.5%
SNPS vs EQT
+192.3%
-172.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | -4.6% | -1.2% | -3.4% | -4.4% |
| 30D | -3.3% | +1.1% | -4.4% | -3.5% |
| 3M | -13.8% | +4.8% | -18.6% | -14.5% |
| 6M | -8.2% | -10.6% | +2.4% | -7.0% |
| YTD | -15.4% | +3.4% | -18.9% | -16.4% |
| 1Y | +2.4% | +8.7% | -6.3% | +0.3% |
| 3Y | -13.5% | +35.0% | -48.5% | -19.2% |
| 5Y | +19.5% | +204.2% | -184.8% | +2.5% |
| All | +19.5% | +192.3% | -172.9% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling