+660.9%
SNPS vs TECH
+187.9%
+473.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | -5.2% | +0.5% | -5.7% | -5.4% |
| 3M | +10.6% | +1.1% | +9.5% | +10.0% |
| 6M | -10.6% | +62.8% | -73.5% | -30.3% |
| YTD | -3.1% | +24.5% | -27.5% | -16.1% |
| 1Y | +15.6% | +20.6% | -5.1% | +1.3% |
| 3Y | -12.9% | +29.5% | -42.4% | -30.9% |
| 5Y | +31.2% | -40.9% | +72.1% | +56.4% |
| All | +660.9% | +187.9% | +473.0% | +315.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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