+16.7%
U vs SNPS
+15.3%
+1.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | +24.4% | -0.6% | +25.0% | +24.3% |
| 30D | +7.4% | -9.8% | +17.2% | +12.3% |
| 3M | +16.8% | +11.7% | +5.1% | +8.7% |
| 6M | +78.8% | -10.9% | +89.7% | +88.8% |
| YTD | +14.0% | -2.1% | +16.0% | +12.2% |
| 1Y | +16.7% | +14.8% | +2.0% | +2.1% |
| All | +16.7% | +15.3% | +1.4% | +2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling