+88.7%
SNPS vs ROIV
+270.3%
-181.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.2% | -3.9% | +1.6% |
| 7D | -3.7% | +5.3% | -9.0% | -4.3% |
| 30D | -10.4% | +11.9% | -22.3% | -11.6% |
| 3M | +11.0% | +10.7% | +0.3% | +9.3% |
| 6M | -10.7% | +34.9% | -45.6% | -14.4% |
| YTD | -4.1% | +79.2% | -83.3% | -11.3% |
| 1Y | +13.7% | +89.0% | -75.3% | +4.4% |
| 3Y | -8.1% | +337.3% | -345.4% | -23.9% |
| 5Y | +32.2% | +402.3% | -370.1% | -1.7% |
| All | +88.7% | +270.3% | -181.6% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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