+99.1%
V vs SNPS
+28.8%
+70.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -2.4% |
| 7D | +2.9% | -10.2% | +13.1% | +4.8% |
| 30D | +14.0% | -12.8% | +26.9% | +16.5% |
| 3M | +14.9% | +9.9% | +5.0% | +12.0% |
| 6M | +31.7% | -12.4% | +44.1% | +33.5% |
| YTD | +21.2% | -6.3% | +27.5% | +20.4% |
| 1Y | +25.3% | +7.6% | +17.6% | +20.6% |
| 3Y | +77.5% | -9.8% | +87.2% | +62.0% |
| All | +99.1% | +28.8% | +70.2% | +49.2% |
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