+1,744.4%
SNPS vs IBB
+577.3%
+1,167.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -0.9% |
| 7D | -0.6% | +0.8% | -1.4% | -1.1% |
| 30D | -9.8% | +5.2% | -15.0% | -12.5% |
| 3M | +11.7% | +8.6% | +3.1% | +5.8% |
| 6M | -10.9% | +27.8% | -38.8% | -23.8% |
| YTD | -2.1% | +28.8% | -30.9% | -16.8% |
| 1Y | +14.8% | +36.4% | -21.6% | -5.8% |
| 3Y | -11.3% | +89.3% | -100.7% | -39.8% |
| 5Y | +36.2% | +43.3% | -7.1% | +9.0% |
| 10Y | +684.5% | +130.6% | +553.9% | +383.0% |
| All | +1,744.4% | +577.3% | +1,167.2% | +401.8% |
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