+5,829.8%
SNPS vs TECH
+11,554.6%
-5,724.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | -8.4% | +0.5% | -8.9% | -8.6% |
| 3M | +12.3% | +0.9% | +11.4% | +12.0% |
| 6M | -9.6% | +51.0% | -60.6% | -19.9% |
| YTD | -0.6% | +24.4% | -25.0% | -8.2% |
| 1Y | +18.7% | +27.6% | -8.9% | +8.7% |
| 3Y | -7.6% | +29.9% | -37.5% | -17.0% |
| 5Y | +34.1% | -40.6% | +74.7% | +45.6% |
| 10Y | +691.2% | +196.7% | +494.5% | +494.7% |
| All | +5,829.8% | +11,554.6% | -5,724.8% | +2,026.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling