+78.0%
V vs SNPS
-11.8%
+89.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.4% |
| 7D | +0.9% | +1.1% | -0.1% | +0.8% |
| 30D | +9.0% | -5.2% | +14.1% | +9.4% |
| 3M | +16.7% | +10.6% | +6.2% | +15.2% |
| 6M | +33.4% | -10.6% | +44.0% | +34.4% |
| YTD | +22.4% | -3.1% | +25.4% | +21.6% |
| 1Y | +27.7% | +15.6% | +12.1% | +24.0% |
| 3Y | +78.0% | -12.9% | +90.9% | +68.5% |
| All | +78.0% | -11.8% | +89.8% | +68.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling