+691.2%
SNPS vs PWR
+1,915.1%
-1,223.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +9.4% | -5.7% | 0.0% |
| 7D | +0.2% | -4.8% | +5.0% | +1.3% |
| 30D | -8.4% | -16.2% | +7.8% | -2.6% |
| 3M | +12.3% | -11.9% | +24.2% | +16.8% |
| 6M | -9.6% | -20.6% | +11.0% | -3.3% |
| YTD | -0.6% | +40.3% | -40.8% | -18.0% |
| 1Y | +18.7% | +33.0% | -14.3% | 0.0% |
| 3Y | -7.6% | +250.0% | -257.6% | -50.8% |
| 5Y | +34.1% | +404.2% | -370.1% | -40.2% |
| 10Y | +691.2% | +1,865.8% | -1,174.6% | +104.4% |
| All | +691.2% | +1,915.1% | -1,223.9% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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