+3,621.5%
STX vs SNPS
+562.2%
+3,059.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.2% |
| 7D | +9.6% | -5.5% | +15.0% | +11.8% |
| 30D | +10.6% | -4.5% | +15.1% | +11.9% |
| 3M | +4.8% | -15.5% | +20.3% | +11.1% |
| 6M | +137.3% | -10.1% | +147.3% | +143.4% |
| YTD | +222.5% | -16.3% | +238.8% | +239.4% |
| 1Y | +366.2% | -34.9% | +401.2% | +413.6% |
| 3Y | +1,352.9% | -14.4% | +1,367.3% | +1,217.5% |
| 5Y | +1,077.4% | +17.9% | +1,059.6% | +768.9% |
| 10Y | +3,621.5% | +574.2% | +3,047.3% | +662.0% |
| All | +3,621.5% | +562.2% | +3,059.3% | +662.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling