+5,680.3%
SNPS vs NI
+4,111.8%
+1,568.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.8% |
| 7D | +1.1% | +4.3% | -3.3% | -0.3% |
| 30D | -5.2% | +12.4% | -17.5% | -8.8% |
| 3M | +10.6% | +10.2% | +0.4% | +7.0% |
| 6M | -10.6% | -0.8% | -9.8% | -10.7% |
| YTD | -3.1% | +13.2% | -16.3% | -7.7% |
| 1Y | +15.6% | +10.1% | +5.5% | +11.0% |
| 3Y | -12.9% | +103.1% | -116.0% | -32.6% |
| 5Y | +31.2% | +115.5% | -84.4% | -1.7% |
| 10Y | +663.4% | +195.5% | +467.9% | +395.2% |
| All | +5,680.3% | +4,111.8% | +1,568.5% | +1,409.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling