+684.5%
SNPS vs IT
+88.3%
+596.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.1% |
| 7D | -0.6% | -7.5% | +6.9% | +2.4% |
| 30D | -9.8% | -1.2% | -8.6% | -10.8% |
| 3M | +11.7% | -2.2% | +13.9% | +9.6% |
| 6M | -10.9% | +19.1% | -30.0% | -22.6% |
| YTD | -2.1% | -25.1% | +23.0% | +4.4% |
| 1Y | +14.8% | -17.4% | +32.1% | +16.2% |
| 3Y | -11.3% | -54.1% | +42.8% | +17.7% |
| 5Y | +36.2% | -42.7% | +78.9% | +59.8% |
| 10Y | +684.5% | +88.1% | +596.3% | +447.9% |
| All | +684.5% | +88.3% | +596.2% | +447.9% |
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