+8.4%
SNPS vs KVUE
-20.4%
+28.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | +0.9% | -5.1% | +6.0% | +1.0% |
| 30D | -3.6% | -6.3% | +2.7% | -3.5% |
| 3M | -12.9% | -0.5% | -12.4% | -12.9% |
| 6M | -8.2% | +3.1% | -11.3% | -8.2% |
| YTD | -15.4% | +6.7% | -22.1% | -15.5% |
| 1Y | -9.3% | -1.1% | -8.2% | -8.9% |
| 3Y | -14.0% | -8.7% | -5.2% | -13.1% |
| All | +8.4% | -20.4% | +28.8% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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