+36.2%
SNPS vs PLUG
-96.5%
+132.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.0% | +7.5% | -0.6% |
| 7D | -0.6% | -3.2% | +2.6% | -0.3% |
| 30D | -9.8% | -18.7% | +8.9% | -7.9% |
| 3M | +11.7% | -35.3% | +47.0% | +16.6% |
| 6M | -10.9% | -56.2% | +45.3% | -3.9% |
| YTD | -2.1% | -30.7% | +28.6% | -0.6% |
| 1Y | +14.8% | -46.7% | +61.4% | +19.2% |
| 3Y | -11.3% | -61.3% | +50.0% | -15.9% |
| 5Y | +36.2% | -96.6% | +132.8% | +105.9% |
| All | +36.2% | -96.5% | +132.7% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 5y: compounded portfolio wealth divided by compounded PLUG 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…
5y analysis · Full analysis span regression · 6 months rolling