+645.9%
SNPS vs PWR
+1,719.4%
-1,073.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -12.3% | +7.4% | 0.0% |
| 7D | -10.2% | -19.9% | +9.7% | -2.6% |
| 30D | -12.8% | -29.3% | +16.4% | -0.8% |
| 3M | +9.9% | -25.5% | +35.3% | +22.2% |
| 6M | -12.4% | -34.0% | +21.6% | +0.9% |
| YTD | -6.3% | +20.7% | -27.0% | -17.8% |
| 1Y | +7.6% | +12.4% | -4.7% | -2.8% |
| 3Y | -9.8% | +201.9% | -211.7% | -48.9% |
| 5Y | +29.2% | +336.8% | -307.6% | -38.6% |
| All | +645.9% | +1,719.4% | -1,073.5% | +109.0% |
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