+1,019.5%
STX vs SNPS
+17.0%
+1,002.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -5.4% | +11.7% | +8.2% |
| 7D | +2.4% | -11.0% | +13.4% | +6.3% |
| 30D | +1.4% | -1.7% | +3.1% | +1.4% |
| 3M | -8.2% | -20.4% | +12.1% | -1.3% |
| 6M | +127.0% | -8.6% | +135.6% | +131.0% |
| YTD | +209.1% | -16.2% | +225.3% | +223.4% |
| 1Y | +365.4% | -34.6% | +400.0% | +406.3% |
| 3Y | +1,135.4% | -14.5% | +1,149.9% | +1,019.0% |
| All | +1,019.5% | +17.0% | +1,002.5% | +742.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling