+1.4%
SNPS vs XYZ
+4.8%
-3.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | -5.5% | -3.7% | -1.8% | -4.4% |
| 30D | -4.5% | +0.5% | -5.0% | -4.5% |
| 3M | -15.5% | +16.3% | -31.8% | -19.5% |
| 6M | -10.1% | +21.1% | -31.2% | -16.1% |
| YTD | -16.3% | +22.0% | -38.3% | -20.9% |
| All | +1.4% | +4.8% | -3.4% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling