+574.2%
SNPS vs IT
+88.4%
+485.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.0% |
| 7D | -5.5% | -9.1% | +3.7% | -1.7% |
| 30D | -4.5% | -12.2% | +7.7% | +0.4% |
| 3M | -15.5% | +7.8% | -23.3% | -20.8% |
| 6M | -10.1% | +2.0% | -12.0% | -14.7% |
| YTD | -16.3% | -32.7% | +16.5% | -4.5% |
| 1Y | -34.9% | -31.1% | -3.8% | -26.1% |
| 3Y | -14.4% | -52.1% | +37.7% | +12.4% |
| 5Y | +17.9% | -46.3% | +64.2% | +45.6% |
| 10Y | +574.2% | +91.4% | +482.9% | +417.2% |
| All | +574.2% | +88.4% | +485.8% | +417.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling