+4,878.2%
SNPS vs EQT
+3,031.3%
+1,846.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -5.5% | -0.8% | -4.6% | -5.3% |
| 30D | -5.8% | +6.6% | -12.4% | -6.9% |
| 3M | -17.2% | +4.4% | -21.6% | -18.0% |
| 6M | -10.4% | -10.5% | +0.1% | -9.1% |
| YTD | -16.5% | +3.7% | -20.3% | -17.6% |
| 1Y | -35.6% | +9.9% | -45.5% | -37.5% |
| 3Y | -14.6% | +35.4% | -50.0% | -21.3% |
| 5Y | +16.5% | +189.2% | -172.7% | -10.3% |
| 10Y | +556.6% | +50.7% | +505.9% | +413.9% |
| All | +4,878.2% | +3,031.3% | +1,846.9% | +1,182.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling