-10.3%
TSCO vs SNPS
+18.4%
-28.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.6% |
| 7D | -3.1% | -4.6% | +1.5% | -2.4% |
| 30D | -4.4% | -3.3% | -1.0% | -4.1% |
| 3M | +9.7% | -13.8% | +23.4% | +12.0% |
| 6M | -32.4% | -8.2% | -24.2% | -32.4% |
| YTD | -31.7% | -15.4% | -16.2% | -30.8% |
| 1Y | -41.3% | +2.4% | -43.7% | -43.5% |
| 3Y | -18.3% | -13.5% | -4.8% | -24.8% |
| 5Y | -10.3% | +19.5% | -29.7% | -29.5% |
| All | -10.3% | +18.4% | -28.6% | -29.5% |
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