+145.9%
SNPS vs OPEN
-86.9%
+232.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.6% |
| 7D | +0.2% | -21.7% | +21.9% | +2.5% |
| 30D | -8.4% | -36.5% | +28.1% | -4.3% |
| 3M | +12.3% | -59.5% | +71.8% | +23.4% |
| 6M | -9.6% | -71.9% | +62.3% | +3.0% |
| YTD | -0.6% | -75.8% | +75.2% | +14.2% |
| 1Y | +18.7% | -78.5% | +97.2% | +37.0% |
| 3Y | -7.6% | -30.2% | +22.6% | -21.6% |
| 5Y | +34.1% | -93.3% | +127.4% | +37.6% |
| All | +145.9% | -86.9% | +232.8% | +130.1% |
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