+574.2%
SNPS vs TECH
+179.6%
+394.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -5.5% | -0.1% | -5.4% | -5.4% |
| 30D | -4.5% | +0.3% | -4.8% | -4.6% |
| 3M | -15.5% | +32.9% | -48.4% | -27.0% |
| 6M | -10.1% | +32.1% | -42.1% | -24.0% |
| YTD | -16.3% | +23.4% | -39.7% | -27.3% |
| 1Y | -34.9% | +34.1% | -69.0% | -45.3% |
| 3Y | -14.4% | +2.2% | -16.5% | -23.1% |
| 5Y | +17.9% | -41.8% | +59.7% | +41.0% |
| 10Y | +574.2% | +188.9% | +385.3% | +265.0% |
| All | +574.2% | +179.6% | +394.7% | +265.0% |
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