+574.2%
SNPS vs TRMB
+113.5%
+460.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.7% | +1.5% |
| 7D | -5.5% | -2.9% | -2.6% | -4.0% |
| 30D | -4.5% | -1.8% | -2.7% | -3.6% |
| 3M | -15.5% | +8.4% | -23.9% | -19.5% |
| 6M | -10.1% | -18.5% | +8.5% | -0.8% |
| YTD | -16.3% | -26.7% | +10.5% | -2.6% |
| 1Y | -34.9% | -28.3% | -6.6% | -23.3% |
| 3Y | -14.4% | +12.6% | -27.0% | -20.7% |
| 5Y | +17.9% | -38.7% | +56.6% | +43.5% |
| 10Y | +574.2% | +120.8% | +453.5% | +372.4% |
| All | +574.2% | +113.5% | +460.7% | +372.4% |
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