+107.4%
SNPS vs OPEN
-70.7%
+178.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.6% | -6.0% | -5.5% |
| 7D | -11.0% | -4.3% | -6.8% | -10.6% |
| 30D | -1.7% | -16.2% | +14.5% | +0.2% |
| 3M | -20.4% | -36.4% | +16.0% | -16.5% |
| 6M | -8.6% | -35.5% | +26.8% | -4.8% |
| YTD | -16.2% | -46.0% | +29.8% | -11.4% |
| 1Y | -34.6% | -47.1% | +12.6% | -33.3% |
| 3Y | -14.5% | -19.0% | +4.6% | -27.5% |
| 5Y | +17.0% | -83.6% | +100.6% | +8.4% |
| All | +107.4% | -70.7% | +178.1% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling