+31.7%
SNPS vs PWR
+411.6%
-379.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | +1.1% | +11.3% | -10.2% | -3.5% |
| 30D | -5.2% | -8.9% | +3.7% | -2.4% |
| 3M | +10.6% | -10.5% | +21.1% | +14.4% |
| 6M | -10.6% | -22.2% | +11.5% | -2.9% |
| YTD | -3.1% | +42.7% | -45.8% | -23.0% |
| 1Y | +15.6% | +41.1% | -25.6% | -7.9% |
| 3Y | -12.9% | +242.7% | -255.7% | -59.7% |
| All | +31.7% | +411.6% | -379.9% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling