+574.2%
SNPS vs JCI
+323.6%
+250.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | -5.5% | +4.1% | -9.5% | -7.2% |
| 30D | -4.5% | -3.8% | -0.6% | -3.0% |
| 3M | -15.5% | -1.6% | -13.8% | -15.4% |
| 6M | -10.1% | +9.5% | -19.6% | -14.6% |
| YTD | -16.3% | +21.7% | -38.0% | -24.8% |
| 1Y | -34.9% | +37.1% | -72.1% | -45.1% |
| 3Y | -14.4% | +165.2% | -179.5% | -47.6% |
| 5Y | +17.9% | +110.3% | -92.4% | -21.5% |
| 10Y | +574.2% | +341.0% | +233.2% | +204.4% |
| All | +574.2% | +323.6% | +250.7% | +204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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