+167.6%
SYK vs SNPS
+585.0%
-417.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.3% |
| 7D | -12.3% | -4.6% | -7.7% | -11.1% |
| 30D | -22.4% | -3.3% | -19.1% | -22.1% |
| 3M | -12.3% | -13.8% | +1.4% | -9.3% |
| 6M | -24.3% | -8.2% | -16.1% | -24.2% |
| YTD | -22.8% | -15.4% | -7.3% | -21.1% |
| 1Y | -28.8% | +2.4% | -31.2% | -33.1% |
| 3Y | -4.0% | -13.5% | +9.5% | -14.6% |
| 5Y | +3.8% | +19.5% | -15.6% | -24.1% |
| All | +167.6% | +585.0% | -417.4% | -23.4% |
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 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