+36.2%
SNPS vs LII
+19.4%
+16.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | -0.6% | +0.4% | -1.0% | -0.8% |
| 30D | -9.8% | -2.4% | -7.4% | -9.6% |
| 3M | +11.7% | -17.5% | +29.2% | +20.1% |
| 6M | -10.9% | -32.8% | +21.9% | +2.6% |
| YTD | -2.1% | -27.7% | +25.6% | +6.3% |
| 1Y | +14.8% | -28.1% | +42.8% | +24.6% |
| 3Y | -11.3% | -9.7% | -1.7% | -18.6% |
| 5Y | +36.2% | +19.5% | +16.7% | +6.3% |
| All | +36.2% | +19.4% | +16.9% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling