+311.1%
SPOT vs SNPS
+461.7%
-150.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +3.0% |
| 7D | +1.6% | +1.1% | +0.5% | +1.1% |
| 30D | +16.9% | -5.2% | +22.1% | +18.4% |
| 3M | +23.0% | +10.6% | +12.4% | +13.8% |
| 6M | +42.2% | -10.6% | +52.8% | +43.8% |
| YTD | +5.5% | -3.1% | +8.6% | +1.1% |
| 1Y | -5.1% | +15.6% | -20.6% | -17.2% |
| 3Y | +257.9% | -12.9% | +270.9% | +202.6% |
| 5Y | +118.4% | +31.2% | +87.2% | +35.1% |
| All | +311.1% | +461.7% | -150.6% | +4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling