+72.2%
V vs SNPS
+17.0%
+55.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | 0.0% |
| 7D | -1.7% | -11.0% | +9.3% | +0.4% |
| 30D | +2.0% | -1.7% | +3.7% | +1.9% |
| 3M | +17.4% | -20.4% | +37.7% | +21.9% |
| 6M | +17.5% | -8.6% | +26.1% | +18.0% |
| YTD | +7.6% | -16.2% | +23.7% | +9.6% |
| 1Y | +7.7% | -34.6% | +42.3% | +12.8% |
| 3Y | +54.7% | -14.5% | +69.1% | +41.3% |
| All | +72.2% | +17.0% | +55.1% | +34.6% |
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