+684.5%
SNPS vs JCI
+298.2%
+386.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -0.6% | -5.9% | +5.2% | +2.0% |
| 30D | -9.8% | -10.4% | +0.6% | -5.3% |
| 3M | +11.7% | -6.1% | +17.8% | +14.7% |
| 6M | -10.9% | +1.7% | -12.7% | -12.2% |
| YTD | -2.1% | +18.9% | -20.9% | -11.2% |
| 1Y | +14.8% | +16.1% | -1.4% | +5.3% |
| 3Y | -11.3% | +187.8% | -199.2% | -47.9% |
| 5Y | +36.2% | +103.2% | -67.0% | -8.2% |
| 10Y | +684.5% | +288.2% | +396.3% | +250.1% |
| All | +684.5% | +298.2% | +386.3% | +250.1% |
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