+143.4%
SNPS vs OPEN
-87.3%
+230.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | 0.0% |
| 7D | -0.2% | -31.1% | +30.9% | +3.8% |
| 30D | -8.0% | -34.7% | +26.7% | -4.2% |
| 3M | +12.5% | -61.9% | +74.3% | +24.5% |
| 6M | -10.5% | -71.9% | +61.4% | +1.9% |
| YTD | -1.6% | -76.6% | +75.0% | +13.4% |
| 1Y | +16.8% | -83.9% | +100.7% | +39.7% |
| 3Y | -10.9% | -34.4% | +23.4% | -23.9% |
| 5Y | +35.8% | -93.9% | +129.7% | +41.2% |
| All | +143.4% | -87.3% | +230.7% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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