+17.1%
SNPS vs NDAQ
+55.8%
-38.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.5% | -4.3% |
| 7D | -11.0% | -2.4% | -8.6% | -9.7% |
| 30D | -1.7% | +2.5% | -4.2% | -3.2% |
| 3M | -20.4% | +9.9% | -30.3% | -25.4% |
| 6M | -8.6% | +9.4% | -18.0% | -14.6% |
| YTD | -16.2% | +0.4% | -16.6% | -17.3% |
| 1Y | -34.6% | +4.0% | -38.6% | -37.1% |
| 3Y | -14.5% | +94.4% | -108.9% | -46.9% |
| All | +17.1% | +55.8% | -38.7% | -17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling