-15.6%
SNPS vs IBB
+64.8%
-80.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -4.8% |
| 7D | -11.0% | +1.4% | -12.4% | -11.8% |
| 30D | -1.7% | +10.5% | -12.2% | -8.1% |
| 3M | -20.4% | +23.6% | -44.0% | -31.3% |
| 6M | -8.6% | +22.6% | -31.2% | -21.1% |
| YTD | -16.2% | +25.7% | -41.8% | -29.1% |
| 1Y | -34.6% | +51.4% | -86.0% | -51.8% |
| All | -15.6% | +64.8% | -80.4% | -40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling