+106.5%
SNPS vs OPEN
-71.4%
+177.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | -0.2% |
| 7D | -5.5% | +1.0% | -6.5% | -5.6% |
| 30D | -5.8% | -11.9% | +6.1% | -4.4% |
| 3M | -17.2% | -28.8% | +11.6% | -14.4% |
| 6M | -10.4% | -38.6% | +28.2% | -6.1% |
| YTD | -16.5% | -47.3% | +30.8% | -11.6% |
| 1Y | -35.6% | -49.2% | +13.5% | -34.0% |
| 3Y | -14.6% | -18.8% | +4.2% | -27.7% |
| 5Y | +16.5% | -83.6% | +100.1% | +8.0% |
| All | +106.5% | -71.4% | +177.9% | +78.2% |
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