+1,665.7%
SNPS vs IBB
+554.8%
+1,110.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.0% | +0.1% | -2.0% |
| 7D | -10.2% | -3.6% | -6.6% | -8.3% |
| 30D | -12.8% | +3.4% | -16.2% | -14.6% |
| 3M | +9.9% | +9.5% | +0.4% | +3.5% |
| 6M | -12.4% | +23.3% | -35.7% | -23.5% |
| YTD | -6.3% | +24.5% | -30.8% | -18.8% |
| 1Y | +7.6% | +32.9% | -25.3% | -10.4% |
| 3Y | -9.8% | +76.6% | -86.3% | -36.2% |
| 5Y | +29.2% | +35.5% | -6.3% | +6.6% |
| 10Y | +663.8% | +156.7% | +507.0% | +344.3% |
| All | +1,665.7% | +554.8% | +1,110.8% | +389.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling