+574.2%
SNPS vs SMTC
+504.7%
+69.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | -5.5% | +22.5% | -27.9% | -11.2% |
| 30D | -4.5% | +24.9% | -29.4% | -11.5% |
| 3M | -15.5% | +4.1% | -19.6% | -19.4% |
| 6M | -10.1% | +92.6% | -102.6% | -30.5% |
| YTD | -16.3% | +122.5% | -138.8% | -38.5% |
| 1Y | -34.9% | +166.2% | -201.2% | -55.3% |
| 3Y | -14.4% | +577.2% | -591.5% | -63.8% |
| 5Y | +17.9% | +119.0% | -101.1% | -25.6% |
| 10Y | +574.2% | +527.9% | +46.4% | +193.6% |
| All | +574.2% | +504.7% | +69.5% | +193.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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