+691.2%
SNPS vs IBB
+139.6%
+551.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.8% | +0.9% | +1.6% |
| 7D | +0.2% | +2.7% | -2.5% | -1.7% |
| 30D | -8.4% | +6.3% | -14.8% | -12.5% |
| 3M | +12.3% | +11.1% | +1.2% | +3.0% |
| 6M | -9.6% | +29.2% | -38.8% | -26.7% |
| YTD | -0.6% | +30.2% | -30.8% | -20.1% |
| 1Y | +18.7% | +39.5% | -20.8% | -9.8% |
| 3Y | -7.6% | +92.3% | -99.9% | -45.3% |
| 5Y | +34.1% | +43.0% | -8.9% | -1.3% |
| 10Y | +691.2% | +137.1% | +554.1% | +327.7% |
| All | +691.2% | +139.6% | +551.6% | +327.7% |
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