+556.6%
SNPS vs NDAQ
+372.3%
+184.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.7% |
| 7D | -5.5% | -2.6% | -2.9% | -4.0% |
| 30D | -5.8% | +0.5% | -6.2% | -6.1% |
| 3M | -17.2% | +9.9% | -27.1% | -22.7% |
| 6M | -10.4% | +8.2% | -18.6% | -15.8% |
| YTD | -16.5% | -1.5% | -15.0% | -17.0% |
| 1Y | -35.6% | +1.3% | -37.0% | -37.3% |
| 3Y | -14.6% | +92.6% | -107.2% | -46.0% |
| 5Y | +16.5% | +53.8% | -37.4% | -15.7% |
| 10Y | +556.6% | +376.0% | +180.6% | +158.3% |
| All | +556.6% | +372.3% | +184.2% | +158.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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