+16.5%
SNPS vs ROIV
+101.7%
-85.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +3.2% |
| 7D | +0.2% | +13.3% | -13.1% | -1.0% |
| 30D | -8.4% | +14.8% | -23.2% | -9.7% |
| 3M | +12.3% | +11.9% | +0.3% | +10.8% |
| 6M | -9.6% | +42.4% | -52.0% | -13.5% |
| YTD | -0.6% | +87.4% | -88.0% | -8.2% |
| All | +16.5% | +101.7% | -85.2% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling