+11.2%
SNPS vs IBB
+42.2%
-31.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.6% |
| 7D | -3.9% | +2.2% | -6.1% | -4.4% |
| 30D | -5.2% | +6.3% | -11.6% | -6.5% |
| 3M | +14.6% | +16.3% | -1.7% | +10.1% |
| 6M | -6.9% | +30.0% | -36.9% | -14.3% |
| YTD | -1.4% | +31.1% | -32.6% | -9.8% |
| 1Y | +11.2% | +42.0% | -30.8% | +4.4% |
| All | +11.2% | +42.2% | -31.0% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling