+1,479.3%
SNPS vs IBB
+560.8%
+918.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -4.9% |
| 7D | -11.0% | +1.4% | -12.4% | -11.8% |
| 30D | -1.7% | +10.5% | -12.2% | -7.5% |
| 3M | -20.4% | +23.6% | -44.0% | -30.0% |
| 6M | -8.6% | +22.6% | -31.2% | -19.7% |
| YTD | -16.2% | +25.7% | -41.8% | -27.4% |
| 1Y | -34.6% | +51.4% | -86.0% | -49.0% |
| 3Y | -14.5% | +64.4% | -78.8% | -36.8% |
| 5Y | +17.0% | +22.1% | -5.2% | +2.5% |
| 10Y | +560.0% | +132.5% | +427.6% | +304.5% |
| All | +1,479.3% | +560.8% | +918.5% | +337.4% |
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 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