+52.5%
SOXX vs SNPS
+6.4%
+46.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.2% | -3.1% |
| 7D | -13.7% | -3.9% | -9.8% | -12.0% |
| 30D | -23.6% | -5.2% | -18.4% | -21.7% |
| 3M | -16.9% | +14.6% | -31.5% | -22.5% |
| 6M | -2.4% | -6.9% | +4.5% | +0.8% |
| YTD | +49.8% | -1.4% | +51.3% | +46.6% |
| 1Y | +52.5% | +11.2% | +41.3% | +37.2% |
| All | +52.5% | +6.4% | +46.1% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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