+39.7%
TMUS vs SNPS
+28.8%
+10.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.1% |
| 7D | +9.0% | -10.2% | +19.2% | +9.6% |
| 30D | -3.2% | -12.8% | +9.6% | -2.6% |
| 3M | -6.9% | +9.9% | -16.7% | -7.9% |
| 6M | -16.4% | -12.4% | -4.0% | -16.0% |
| YTD | -19.6% | -6.3% | -13.4% | -19.9% |
| 1Y | -19.9% | +7.6% | -27.5% | -21.4% |
| 3Y | +14.5% | -9.8% | +24.3% | +8.2% |
| All | +39.7% | +28.8% | +10.9% | +15.2% |
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