-53.8%
TEAM vs SNPS
+16.7%
-70.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.5% | -6.6% |
| 7D | -5.7% | -5.5% | -0.2% | -2.2% |
| 30D | +18.3% | -5.8% | +24.1% | +22.1% |
| 3M | +80.2% | -17.2% | +97.4% | +101.7% |
| 6M | +111.0% | -10.4% | +121.4% | +122.2% |
| YTD | +8.8% | -16.5% | +25.3% | +19.4% |
| 1Y | +2.2% | -35.6% | +37.8% | +21.0% |
| 3Y | -14.6% | -14.6% | 0.0% | -33.5% |
| 5Y | -53.8% | +16.5% | -70.3% | -74.3% |
| All | -53.8% | +16.7% | -70.5% | -74.3% |
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