+660.9%
SNPS vs TRMB
+102.3%
+558.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | +1.1% | +2.8% | -1.8% | -0.4% |
| 30D | -5.2% | -5.9% | +0.7% | -3.8% |
| 3M | +10.6% | -3.3% | +13.9% | +10.4% |
| 6M | -10.6% | +1.3% | -12.0% | -13.5% |
| YTD | -3.1% | -29.0% | +25.9% | +12.5% |
| 1Y | +15.6% | -27.8% | +43.3% | +33.0% |
| 3Y | -12.9% | +36.3% | -49.2% | -27.3% |
| 5Y | +31.2% | -35.8% | +67.0% | +54.2% |
| All | +660.9% | +102.3% | +558.6% | +470.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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