+441.6%
SNPS vs NVT
+488.5%
-46.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | +1.1% | +8.0% | -6.9% | -2.0% |
| 30D | -5.2% | -24.8% | +19.6% | +4.9% |
| 3M | +10.6% | -32.4% | +43.0% | +26.9% |
| 6M | -10.6% | -33.5% | +22.9% | +2.1% |
| YTD | -3.1% | +13.2% | -16.3% | -12.1% |
| 1Y | +15.6% | +9.0% | +6.6% | +6.3% |
| 3Y | -12.9% | +129.4% | -142.3% | -42.9% |
| 5Y | +31.2% | +230.1% | -198.9% | -26.0% |
| All | +441.6% | +488.5% | -46.8% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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