+572.1%
SNPS vs NI
+143.3%
+428.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | -4.6% | -0.6% | -4.0% | -4.4% |
| 30D | -3.3% | -1.4% | -1.9% | -3.0% |
| 3M | -13.8% | -10.6% | -3.2% | -11.1% |
| 6M | -8.2% | -9.9% | +1.7% | -5.9% |
| YTD | -15.4% | +1.2% | -16.6% | -16.5% |
| 1Y | +2.4% | +4.4% | -2.0% | 0.0% |
| 3Y | -13.5% | +68.6% | -82.1% | -28.3% |
| 5Y | +19.5% | +98.0% | -78.5% | -7.2% |
| All | +572.1% | +143.3% | +428.8% | +385.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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