+675.0%
SNPS vs IBB
+133.2%
+541.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.2% |
| 7D | -0.2% | -1.4% | +1.2% | +0.9% |
| 30D | -8.0% | +6.8% | -14.8% | -12.4% |
| 3M | +12.5% | +9.2% | +3.2% | +4.5% |
| 6M | -10.5% | +28.3% | -38.8% | -27.0% |
| YTD | -1.6% | +29.4% | -31.0% | -20.6% |
| 1Y | +16.8% | +33.2% | -16.4% | -8.0% |
| 3Y | -10.9% | +90.2% | -101.1% | -46.9% |
| 5Y | +35.8% | +44.0% | -8.2% | -0.6% |
| 10Y | +675.0% | +133.1% | +541.9% | +320.3% |
| All | +675.0% | +133.2% | +541.8% | +320.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling