+2,071.0%
STX vs SNPS
+702.6%
+1,368.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.7% | +6.1% | +8.3% |
| 7D | -14.8% | +0.2% | -14.9% | -14.5% |
| 30D | -35.4% | -8.4% | -26.9% | -32.6% |
| 3M | -37.7% | +12.3% | -49.9% | -40.8% |
| 6M | -35.2% | -9.6% | -25.6% | -33.1% |
| YTD | +84.4% | -0.6% | +85.0% | +81.2% |
| 1Y | +82.3% | +18.7% | +63.6% | +66.2% |
| 3Y | +646.2% | -7.6% | +653.8% | +566.6% |
| 5Y | +487.4% | +34.1% | +453.3% | +316.2% |
| 10Y | +2,071.0% | +691.2% | +1,379.8% | +343.0% |
| All | +2,071.0% | +702.6% | +1,368.4% | +343.0% |
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