-12.9%
SNPS vs TECH
+29.6%
-42.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -5.3% |
| 3M | +10.6% | +1.1% | +9.5% | +10.2% |
| 6M | -10.6% | +62.8% | -73.5% | -25.1% |
| YTD | -3.1% | +24.5% | -27.5% | -11.8% |
| 1Y | +15.6% | +20.6% | -5.1% | +6.3% |
| 3Y | -12.9% | +29.5% | -42.4% | -21.5% |
| All | -12.9% | +29.6% | -42.6% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling