+95.6%
SNPS vs ROIV
+287.3%
-191.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +3.1% |
| 7D | +0.2% | +13.3% | -13.1% | -1.2% |
| 30D | -8.4% | +14.8% | -23.2% | -9.9% |
| 3M | +12.3% | +11.9% | +0.3% | +10.4% |
| 6M | -9.6% | +42.4% | -52.0% | -13.8% |
| YTD | -0.6% | +87.4% | -88.0% | -8.6% |
| 1Y | +18.7% | +97.2% | -78.5% | +8.4% |
| 3Y | -7.6% | +375.7% | -383.2% | -24.1% |
| 5Y | +34.1% | +379.0% | -344.9% | -0.2% |
| All | +95.6% | +287.3% | -191.8% | +59.6% |
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