+11.2%
SNPS vs INDA
-7.3%
+18.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -1.1% |
| 7D | -3.9% | +6.9% | -10.9% | -6.7% |
| 30D | -5.2% | +7.4% | -12.7% | -8.3% |
| 3M | +14.6% | -1.0% | +15.6% | +15.8% |
| 6M | -6.9% | +2.9% | -9.8% | -8.0% |
| YTD | -1.4% | -7.4% | +6.0% | -1.6% |
| 1Y | +11.2% | -7.4% | +18.6% | +10.7% |
| All | +11.2% | -7.3% | +18.5% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling